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.
Facing into the wind
Luke shares his perspective on the recent cooling off in the stock market, and how he manages his own portfolio during bearish times.
Zoom earnings
Luke takes a high level look at Zoom’s Q2 quarterly earnings.
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.
Podcast #1 – Advice for a new investor (forgive the rough first episode!!)
Luke and Albert give some background on their own investment philosophy and track record, and provide some advice for a new investor just starting out in the markets.
What’s on my watchlist currently?
Luke shares details of a couple of the companies he watching right now, and discusses some of the sources he uses for investment ideas.
Understanding company results
Luke uses Hypercharts to better understand MongoDB’s latest quarterly results.
Joe Biden’s climate plan
Luke reviews Joe Biden’s climate plan, and how he plans to factor this into his own portfolio planning.
How to size a position
Luke shares his current portfolio, and talks about his personal approach to dollar cost averaging.