Podcast #31 – Teladoc Health deep dive
This week, Albert & Luke do a deep-dive into another stock in the model portfolio for 2021, Teladoc Health, a leader in telehealth and digital therapeutics. Teladoc’s mission is to create a virtual healthcare system to improve care and cut the cost of healthcare for all. They have grown revenues rapidly over the last three years, boosted in part by the global pandemic, but do they have what it takes to fend off the increasing competition chasing them from the rear?
Podcast #30 – What we don’t invest in
When investing in individual stocks, it helps if the companies that you choose align with your interests and your values. This week, Luke and Albert talk about some of the businesses that they prefer not to invest in, and the reasons why.
Podcast #29 – Our first hypergrowth stock, CuriosityStream
This week, Luke & Albert begin their search for hypergrowth stocks, smallcap and microcap companies with the potential of delivering 10X returns or higher. They set out some thoughts on the criteria that will be used in this search, and deep-dive a new player in the megatrend of streaming entertainment, CuriosityStream, as a potential hypergrowth stock
Podcast #28 – Cloudflare vs Fastly
With mobile devices, connected homes, connected vehicles, the internet of things, and 5G networks, our demand for data is growing rapidly year-over-year, requiring ever-increasing speed, reliability and security. In this week’s Pod, Luke & Albert put two fast-growing content delivery networks, Cloudflare and Fastly, head-to-head to decide which one is the better investment right now.
Podcast #27 – Investing in Asia
This week Luke and Albert discuss investing in Hong Kong and Asia. Albert shares his approach to finding and researching local stocks as a non-native speaker, and highlights some of the key megatrends that are driving his Asia investments. We also review a number of Hong Kong and China companies, as Luke begins to plan his own investments in the region
Podcast #26 – The Telescope Investing Principles
This week, Albert and Luke examine how they manage their own stock portfolios, distilling out the principles that have allowed them to achieve market-beating returns over the long-term, and boiling it down to three primary skills – your ability to manage your temperament, your ability to manage your portfolio as a whole, and finally your ability to choose good quality companies
Podcast #25 – Magnite deep dive
Superbowl Sunday has some of the most coveted ad spaces in the business, with 30-second slots commanding over $5M each. But what if advertisers could target their spend, and viewers at home could see different adverts depending on their interests? In this week’s episode, Luke and Albert talk about programmatic advertising, and deep dive into a fast-growing player in this space, Magnite
Podcast #24 – Risky investments
Short-selling and options trading have been in the news over the past few weeks, with stories of everyday investors making fortunes, but what do these terms mean, and should we be doing this ourselves? In this week’s episode, Luke and Albert talk about some alternative investments, and the potential calamitous damage they could pose to the life savings of an unprepared investor. They also have a chat about investing outside your home country, to access potential higher growth opportunities
Podcast #23 – Model portfolio 2021
This week, Luke and Albert complete their model portfolio for 2021 with the final eight stocks, announcing their picks for the megatrends of biotech, digital transformation, flexible workforce and multichannel marketing. The model portfolio contains the stocks that they will be invested in over the coming year, so it’s time to put the chips on the line!
Podcast #22 – Model portfolio first half
In this week’s episode, Luke and Albert reveal the first half of their model portfolio for 2021, covering the megatrends of e-commerce, fintech, medtech and entertainment. They also answer a listener question about one of the best problems to have as an investor – what to do when one of your stocks grows to become an oversized position within your portfolio