In episode #49 of the podcast, we did a deep dive into another one of our model portfolio stocks for 2021, CrowdStrike. We both have positions in our personal portfolios. Here's a one-pager summarising the key points from our deep dive.

The post CrowdStrike one-pager appeared first on Telescope Investing.

Working from home has been one of the hallmarks of the Coronacomony, but the nature of work was already changing. In this week’s episode, Luke & Albert talk about the drivers and the impacts of an increasingly mobile workforce and share their stock tips for this megatrend.

The post Podcast #8 – Investing in the trend of mobile working appeared first on Telescope Investing.

In this week's episode, Luke & Albert decide whether Datadog ($DDOG) is a good investment at the current valuation.

The post Podcast #6 – Datadog deep dive appeared first on Telescope Investing.

Luke shares details of a couple of the companies he watching right now, and discusses some of the sources he uses for investment ideas.

The post What’s on my watchlist currently? appeared first on Telescope Investing.