Podcast #15 – Is Kahoot! a 100 bagger?
Last week, we invited listeners to suggest a company that could be a 100-bagger of the future for us to discuss on the podcast. Out of all the suggestions, one stood out with its vision, scope, and growth potential, and that company is Kahoot! On this week’s episode, we take a deep-dive into Kahoot!, looking at what they do, how they began, and where the company could go from here – is Kahoot! a potential 100-bagger of the future?
Podcast #14 – 100 baggers
If you’d invested $1,000 in Amazon at its IPO in 1997, your shares would now be worth over $2,000,000. Investing in the right companies can result in life-changing returns, but how do you find those companies? In this week’s episode, Luke & Albert take a look at Christopher Mayer’s book, ‘100 Baggers’, and discuss some of the core principles of finding extreme growth companies
Is Zoom doomed and are they shutting up shop at Shopify?”
The Coronavirus pandemic has accelerated the take-up of e-commerce and remote working across a broad range of society, as many people have been forced to shop, and to work, online. Luke looks ahead to what a post-Covid world could look like for his Coronaconomy investments
Podcast #13 – Investing in biomedicine
In this week’s episode, Luke & Albert review how recent advances in COVID vaccines could affect markets, and follow up with a discussion on the megatrend of biomedicine. Recent advances in genetics such as CRISPR have the potential to deliver amazing new treatments for many incurable conditions, and the guys discuss some of the companies working on these life-changing therapies and consider whether they’re worth investment
Podcast #12 – Investing for your children
Luke & Albert discuss the important topic of investing for your children, and teaching them about money from an early age. They’re joined on the podcast by a special guest, Ramesh, to hear how he’s building a financial foundation for his three boys, taking advantage of tax-efficient savings options that will hopefully avoid them needing to depend on the ‘bank of mum and dad’ when they fly the nest
MercadoLibre earnings review
Luke reviews MercadoLibre’s blowout Q3 2020 earnings, and provides his own rationale for adding to his current position
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
Model portfolio first quarter review – beating the market by 17%
Luke undertakes a first quarter review of the Telescope model portfolio, created in July, and provides a few thoughts on how he might do things differently today
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