Podcast #18 – Our most significant trades of 2020

The stock market in 2020 has been one of extremes, with a market crash triggered by a pandemic at the start of the year, followed by one of the fastest market recoveries in history. Many stock markets around the world are seeing all-time highs, most notably in the US. In this week’s episode, Luke and Albert take a look back at a few of the trades they made in 2020 that, for whatever reason, have been the most significant for them.

  • With a market capitalisation approaching $800B, Facebook has become a behemoth, but does have too much influence in our lives?
  • With businesses in gaming, online shopping, e-payments and now digital banking, was Sea a good stock to buy during the market crash?
  • Telemedicine has been one of the big winners of 2020, and Teladoc has been a key beneficiary of this trend, but how much would you invest now?
  • Stock markets are surging, pushing valuations of many companies to all-time highs. Is Chipotle Mexican Grill now too expensive to justify its future growth potential?
  • With many people working and shopping from home, StitchFix has prospered with its online curated clothing business, but is it doing enough to retain its customers?
  • We did a deep dive into Fiverr in one of our earlier podcasts, but did the intel we found on this fast-growing platform connecting employers to freelancers impress us enough to invest ourselves?

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