Is the pandemic fever breaking?
As 2020 draws to a close and I consider what next year may hold, it thankfully seems likely that we’ll put the Coronaconomy behind us. A number of strong vaccine candidates are starting to roll-out, and although it’ll take at least a quarter or two, I’m optimistic that by mid-year normal service will largely be restored. In this article, I consider what this could means for my investment portfolio, and why it might be time to trim a few of my ‘work from home’ stocks
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
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
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 #5 – Alternatives to Tesla
Ahead of Tesla battery day on 22nd Sep, Luke and Albert give their perspective on the renewable energy sector overall.
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.
How to size a position
Luke shares his current portfolio, and talks about his personal approach to dollar cost averaging.