Podcast #11 – Alternatives to Amazon
After Amazon announced another record quarter last week, it’s easy to lose track of the other companies helping the world to shop online. In this week’s episode, Luke and Albert take a look at four other e-commerce companies experiencing the tailwinds of online shopping during the coronavirus pandemic, and consider what the future holds for them
Podcast #10 – Dividend debate
Luke and Albert debate the merits of owning dividend vs growth stocks. With differing viewpoints, they present their cases for and against dividends, and somehow someone brings up the subject of vegan sausage rolls. No Trump mute button was needed during this debate
Podcast #9 – Fiverr deep dive
Fiverr is an online marketplace connecting freelancers with clients, and its stock price has rocketed since the start of the coronavirus pandemic. In this week’s episode, Luke and Albert dive into Fiverr’s business to see if it is worth considering as a good long-term investment
Podcast #8 – Investing in the trend of mobile working
Working from home has been one of the hallmarks of the Coronacomony, but the nature of work was already changing. In this week’s episode, Luke & Albert talk about the drivers and the impacts of an increasingly mobile workforce and share their stock tips for this megatrend.
Podcast #7 – Managing your emotions when investing
Luke & Albert discuss the challenge of keeping your cool during times of high market volatility, and provide some practical advice on how they’ve managed their own emotions through the last three market crashes.
Podcast #6 – Datadog deep dive
In this week’s episode, Luke & Albert decide whether Datadog ($DDOG) is a good investment at the current valuation.
Podcast #5 – Alternatives to Tesla
Ahead of Tesla battery day on 22nd Sep, Luke and Albert give their perspective on the renewable energy sector overall.
Podcast #4 – How to find winning companies
In this week’s episode of the Telescope Podcast, Albert and Luke discuss some of the attributes of the world’s greatest companies, and how these can be used as lenses when you’re searching for great new investment opportunities.
Podcast #3- Strategic investing & electronic payments
In this week’s episode of the podcast, Luke & Albert give another perspective on strategic investing, and Albert shares his research on the investing mega-trend of Electronic Payments.
Podcast #2 – Investing in megatrends & autonomous vehicles
Luke and Albert discuss why they invest in mega-trends, and they bring the topic to life with a conversation about autonomous vehicles.