Is Zoom doomed and are they shutting up shop at Shopify?”
The Coronavirus pandemic has accelerated the take-up of e-commerce and remote working across a broad range of society, as many people have been forced to shop, and to work, online. Luke looks ahead to what a post-Covid world could look like for his Coronaconomy investments
MercadoLibre earnings review
Luke reviews MercadoLibre’s blowout Q3 2020 earnings, and provides his own rationale for adding to his current position
Model portfolio first quarter review – beating the market by 17%
Luke undertakes a first quarter review of the Telescope model portfolio, created in July, and provides a few thoughts on how he might do things differently today
Build a million-dollar investment portfolio by 30
The guys provide a practical roadmap to building a million-dollar investment portfolio for your children.
Facing into the wind
Luke shares his perspective on the recent cooling off in the stock market, and how he manages his own portfolio during bearish times.
Zoom earnings
Luke takes a high level look at Zoom’s Q2 quarterly earnings.
What’s on my watchlist currently?
Luke shares details of a couple of the companies he watching right now, and discusses some of the sources he uses for investment ideas.
Understanding company results
Luke uses Hypercharts to better understand MongoDB’s latest quarterly results.
Joe Biden’s climate plan
Luke reviews Joe Biden’s climate plan, and how he plans to factor this into his own portfolio planning.
How to size a position
Luke shares his current portfolio, and talks about his personal approach to dollar cost averaging.