Investment Review day 49 of 50: Megatrends pt2
Yesterday I highlighted how I use megatrends to inform my investments, here are a few more of the trends I’m tracking:
Fintech: encompassing everything from mobile payment apps to online lending platforms disrupts traditional finance by using innovative technologies to improve and streamline financial services, making services more accessible, affordable, and efficient
Adtech: services that optimise the process of buying and selling digital advertising across websites, apps, and most importantly, Connected TV (CTV) platforms as viewers increasingly shift from traditional linear TV to streaming services
Space: satellite internet and the evolving space industry hold the potential to connect remote communities and unlock new frontiers
I previously thought that the pandemic would push society towards more permanent higher adoption of flexible working, but this doesn’t seem to have stuck!
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I’m putting my holdings under the microscope. Over the next 50 days I’ll break down my whole investment portfolio. Wins, losses, and the ‘why’ behind it all. And on day 50 I’m going to share my full portfolio so you can see how my strategies played out in the real world over the last twenty years and what we can all learn together. Follow along for the journey! #StockAnalysis #50daychallenge
