Teladoc Health one-pager
Luke and I did a deep-dive into another one of our 2021 model portfolio stocks, Teladoc Health, a leader in telehealth and with their recent merger with Livongo Health, in remote monitoring and digital therapeutics.
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.
Hypergrowth
Investing in hypergrowth stocks is a high-risk high-return strategy, but we believe it could make sense as part of a balanced portfolio. This week, we’re delighted to announce the start of the Telescope Investing hypergrowth portfolio. In this article we share our criteria for identifying extreme growth investment opportunities
CuriosityStream one-pager
In episode 29 of the Telescope Investing Podcast, Luke and I started our search for hypergrowth companies with a deep-dive into a new player in video streaming, CuriosityStream. This one-pager summarises the research that we did, highlighting the key positive and negative points when considering CuriosityStream as a potential investment.
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
Cloudflare one-pager
Luke provides a one-page summary on Cloudflare, one of the fifteen companies in the Telescope Investing 2021 model portfolio
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
Magnite one-pager
Luke provides a one-page investment summary on Magnite, one of the fifteen companies in the 2021 model portfolio