E3: Bad Macro 🐦⬛ + Long-Term Buy and Hold 🦡 vs Short-term Asymmetric Bets 🍌
Vulture talks about the market rally and how it’s ignoring data that is quite worrisome, using the -34% drop in insurance health premiums as a clear example of data manipulation. Monkey makes a case for his top holding, Coherus Biosciences, and why he had a hard time resisting buying way more shares
E2: Dumpster Diving
Episode 2 of Wall Street Wildlife finds Badger in Hong Kong, a perfect location from which to teach Monkey about the nuances of portfolio risk management, and the dangers of feasting on too many rotten stock bananas, like, say, $EOSE Eos Energy, Monkey’s fatal obsession. In Phoenix or Dodo, we
E2 (bonus episode): A Fragile Market
Wall Street Wildlife’s first bonus episode introduces a Vulture circling above the tree canopy! That’s because the market jungle is not just bulls and bears and monkeys and badgers – there are also birds of prey who take advantage of any meat left on the bone, no matter the source.
E1: Welcome to the Jungle
Join Luke “the badger” Hallard and Krzysztof “the monkey” Piekarski as they dig through the jungle of Wall Street on their podcast, “Wall Street Wildlife.” Whether you’re a fresh-faced fawn in the stock market or a grizzled old bear with seasoned portfolios, this podcast has the nuts and berries to
Welcome to Wall Street Wildlife
Wall Street Wildlife: where the worlds of technology, business, stock markets, and animal spirits collide. 7investing lead analysts Luke ‘The Badger’ Hallard and Krzysztof ‘Monkey’ Piekarski bring you a curated digest of investing insights and principles to help you better understand how to make money in the stock market. Perfect
Podcast #72 – A big announcement
At the start of December, we began the research for the Telescope Investing 2022 model portfolio. Our apologies to long-term listeners of the show, but we’re afraid to say that this will not be launching. As we enter 2022, we have something important to announce.
Podcast #71 – Model portfolio year-end review
The time has come for the year-end review of our model portfolio, a collection of 15 stocks that we selected in January as our core investments for 2021. The chart above illustrates the torrid time the last quarter has been for growth stocks and our model portfolio. As growth investors, you get somewhat accustomed to volatility but this year has been especially turbulent as investor sentiment swung back and forth due to a series of world events. This was the year to be an index investor as the S&P steadily climbed and ended the year up almost 30%.
Podcast #70 – Year-end fun
Happy holiday wishes to all of our listeners and subscribers! This week, we’re kicking back from the serious stock analysis and just having a bit of Christmas fun as we look back at some of the highs and lows of 2021. We reflect on our favourite moments on the pod, some of the smartest (and daftest!) things we’ve said, and chat about our favourite episodes and guest interviews. We also hazard making a couple of wild predictions for 2022!
It’s been a great year for Telescope Investing, in no small part due to the listener support and questions we’ve had along the way. Thanks so much for being part of the journey!!
Podcast #69 – Airbnb deep dive
This week we’re taking a look at Airbnb, a well-known travel company that’s strongly positioned to benefit from the potential surge in international travel as the pandemic begins to ease and the world reopens.
Podcast #68 – Structuring the 2022 model portfolio
This week we give consideration to the structure of our model portfolio for next year. These are the companies we believe will achieve market-beating returns in 2022 and beyond. In this portfolio structure episode, we consider the megatrends that are likely to shape the world around us for the years ahead and decide what proportion of the portfolio to devote to each of them.