This week we were delighted to connect with Simon Erickson, founder and CEO of 7investing.com, to chat about a topic that underpins both the 7investing and Telescope Investing strategy - investing in disruptive innovation.

Simon shares his thoughts on finding and evaluating disruptive companies, why larger companies find disruptive innovation difficult, playing offence and defence in your portfolio, plus we chat about hype vs fundamentals, craft beer, and being neighbours with Morgan Housel!

If you’re a growth investor, this episode is pure gold - highly recommended listening for all Telescope subscribers.

The post Podcast #61 – Investing in disruptive innovation with Simon Erickson appeared first on Telescope Investing.

On this week’s Pod Albert and I had a bit of a therapy session, sharing the woes of all growth investors, reflecting on some of the actions we’ve taken over the last few months to prepare ourselves for this eventuality, and also steeling ourselves for the volatility that is doubtless going to persist for many months (years?) yet.

The post More stock therapy appeared first on Telescope Investing.

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

The post Podcast #34 – Hype cycles appeared first on Telescope Investing.

Luke shares his current portfolio, and talks about his personal approach to dollar cost averaging.

The post How to size a position appeared first on Telescope Investing.