Podcast #70 – Year-end fun
Happy holiday wishes to all of our listeners and subscribers! This week, we’re kicking back from the serious stock analysis and just having a bit of Christmas fun as we look back at some of the highs and lows of 2021. We reflect on our favourite moments on the pod, some of the smartest (and daftest!) things we’ve said, and chat about our favourite episodes and guest interviews. We also hazard making a couple of wild predictions for 2022!
It’s been a great year for Telescope Investing, in no small part due to the listener support and questions we’ve had along the way. Thanks so much for being part of the journey!!
Podcast #66 – Healthtech with Richard Chu
We all want to live longer and healthier lives, so it’s no surprise that healthcare technology is a major area of research and innovation. Medtech and biotech are key investment themes in the Telescope Investing model portfolio, and in our own personal portfolios.
This week we had the pleasure of connecting with healthtech expert investor Richard Chu. Richard shares his thoughts on the healthtech sector, his key investments in this area including GoodRx, Doximity, and OptimizeRx, and also how he saw the writing on the wall for Teladoc Health and exited early, avoiding the share price slump that has hurt our own returns this year!
Podcast #44 – Live long and prosper
On this week’s pod, we discuss the megatrend of an ageing population and some of the investing opportunities (and risks) this trend creates in society
Podcast #41 – The power of compounding
It’s an unwritten rule that at some point every finance podcast needs to release an episode on the power of compound interest. Well this week, it’s Telescope Investing’s turn!
Successful investing really just boils down to just two things – picking good quality companies and holding them for a long-time. Time is the operative word in that statement, it takes decades for the exponential growth of compound interest to show its true power.
We’re nearly twenty years into our own investing careers. If you haven’t begun your own journey yet, the most important takeaway from today’s pod is to just get started. The best time to start investing might have been twenty years ago, but the second-best time is today!
Podcast #40 – Square deep dive
Square was founded in 2009, when glass-blower Jim McKelvey found he was unable to complete a sale because he couldn’t accept credit cards. He discussed the problem with his friend Jack Dorsey, and they co-founded Square, initially selling a cost-effective mobile phone accessory that allowed small businesses to accept credit card payments. This has since expanded to over 30 products and services for both sellers and consumers.
Square is one of the Telescope Investing model portfolio stocks, and in this week’s pod Luke & Albert deep dive into the company and discuss recent developments for this fast-growing player in the e-payments space.
Podcast #38 – Unity deep dive
In this week’s pod, we take a deep dive into Unity, and have a fantastic discussion with Karle Kane, the founder of Rainfall Games.
Unity Software is best known for its game engine, which was used for over 50% of all video games in 2020. But Unity is also used to create over 60% of all VR/AR applications, and is starting to expand into other industries such as automotive, architecture, manufacturing, film, and retail. It’s not just about Pokemon Go!
Podcast #34 – Hype cycles
It can be exciting to invest in new innovations and it’s easy to get carried away with the next big thing. In this week’s pod, Luke & Albert take a look at a few recent Gartner hype cycles and talk about some of the innovations that impact their own investments – past, present and future
Podcast #19 – Our biggest investing mistakes
We all make mistakes, and some mistakes hit your wallet as well as your pride. For the last episode of the year on the Telescope Podcast, Luke and Albert invite you to chuckle at their expense as they talk about some of their biggest financial mistakes, not only in investing but also in life