Podcast #41 – The power of compounding
It’s an unwritten rule that at some point every finance podcast needs to release an episode on the power of compound interest. Well this week, it’s Telescope Investing’s turn!
Successful investing really just boils down to just two things – picking good quality companies and holding them for a long-time. Time is the operative word in that statement, it takes decades for the exponential growth of compound interest to show its true power.
We’re nearly twenty years into our own investing careers. If you haven’t begun your own journey yet, the most important takeaway from today’s pod is to just get started. The best time to start investing might have been twenty years ago, but the second-best time is today!
Podcast #40 – Square deep dive
Square was founded in 2009, when glass-blower Jim McKelvey found he was unable to complete a sale because he couldn’t accept credit cards. He discussed the problem with his friend Jack Dorsey, and they co-founded Square, initially selling a cost-effective mobile phone accessory that allowed small businesses to accept credit card payments. This has since expanded to over 30 products and services for both sellers and consumers.
Square is one of the Telescope Investing model portfolio stocks, and in this week’s pod Luke & Albert deep dive into the company and discuss recent developments for this fast-growing player in the e-payments space.
Podcast #39 – Stock therapy
Have you become numb from seeing wave after wave of red days in your portfolio? Are you unsure whether it’s the right time to buy or to sell as you’re buffeted by the market? Then maybe it’s time for some stock therapy!
Podcast #38 – Unity deep dive
In this week’s pod, we take a deep dive into Unity, and have a fantastic discussion with Karle Kane, the founder of Rainfall Games.
Unity Software is best known for its game engine, which was used for over 50% of all video games in 2020. But Unity is also used to create over 60% of all VR/AR applications, and is starting to expand into other industries such as automotive, architecture, manufacturing, film, and retail. It’s not just about Pokemon Go!
Podcast #37 – Managing a portfolio
In this week’s pod, Luke and Albert answer some listener questions on portfolio management and talk about how they approach starting, adding, trimming and sometimes exiting a position
Podcast #36 – Twilio deep dive
Communication is a core function of almost every app, from ordering a pizza, hailing a ride, to booking a doctor’s appointment. This week, Luke & Albert deep dive into one of the leading providers of this core functionality, Twilio. Twilio is one of the stocks in the model portfolio for 2021 and we discuss why we think it is a strong company with room to grow. Also, Luke muses on his dreams of a space economy.
Podcast #35 – Gravity with Zippy Capital
This week, Luke & Albert are joined by Zippy Capital, to discuss Gravity, a South Korean gaming company, and publisher of games based on the Ragnarok franchise, which is extremely popular in South East Asia.
Podcast #34 – Hype cycles
It can be exciting to invest in new innovations and it’s easy to get carried away with the next big thing. In this week’s pod, Luke & Albert take a look at a few recent Gartner hype cycles and talk about some of the innovations that impact their own investments – past, present and future
Podcast #33 – Model portfolio Q1 review
In this week’s episode, Luke & Albert check in with their model portfolio and see how the stock picks have performed in the first quarter, but more importantly, how the businesses have fared and whether or not the investment theses have changed.
Podcast #32 – Our wildest stock pick so far! Nano-X Imaging
This week Luke & Albert take a deep-dive into another potential hypergrowth stock-pick. Nano-X Imaging promises to make medical imaging more accessible and more affordable for everyone. They have developed a new type of X-ray technology that is smaller, lighter and less expensive to manufacture and operate, and an innovative pay-per-scan business model. However, with no earnings, no sales and as yet, no regulatory approval, is this revolutionary technology too good to be true?