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 #33 – Model portfolio Q1 review
In this week’s episode, Luke & Albert check in with their model portfolio and see how the stock picks have performed in the first quarter, but more importantly, how the businesses have fared and whether or not the investment theses have changed.
Teladoc Health one-pager
Luke and I did a deep-dive into another one of our 2021 model portfolio stocks, Teladoc Health, a leader in telehealth and with their recent merger with Livongo Health, in remote monitoring and digital therapeutics.
Podcast #31 – Teladoc Health deep dive
This week, Albert & Luke do a deep-dive into another stock in the model portfolio for 2021, Teladoc Health, a leader in telehealth and digital therapeutics. Teladoc’s mission is to create a virtual healthcare system to improve care and cut the cost of healthcare for all. They have grown revenues rapidly over the last three years, boosted in part by the global pandemic, but do they have what it takes to fend off the increasing competition chasing them from the rear?
Our investment plan for 2021
At Telescope Investing, we’re firm advocates of the long term buy and hold approach. We try our best to make sense of the world, and then to make forecasts about the needs and demands of the world a year or ten years from now, and then we try to find the companies that we think are best positioned right now to serve that need.
In this article, Luke describes how these principles were used to create the 2021 model portfolio
Podcast #22 – Model portfolio first half
In this week’s episode, Luke and Albert reveal the first half of their model portfolio for 2021, covering the megatrends of e-commerce, fintech, medtech and entertainment. They also answer a listener question about one of the best problems to have as an investor – what to do when one of your stocks grows to become an oversized position within your portfolio
Podcast #20 – 2020 model portfolio review
In the first episode of the new year, Albert and Luke review the Telescope Investing 2020 model portfolio in-depth, and try to understand how it’s outperformed the market by such a substantial margin. They walk through the stocks included, explain why they were chosen, but more importantly discuss the principles that guided the design the portfolio, to inform planning for the new 2021 model portfolio that’s due to launch in January
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.
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
Is Zoom doomed and are they shutting up shop at Shopify?”
The Coronavirus pandemic has accelerated the take-up of e-commerce and remote working across a broad range of society, as many people have been forced to shop, and to work, online. Luke looks ahead to what a post-Covid world could look like for his Coronaconomy investments