This week we give consideration to the structure of our model portfolio for next year. These are the companies we believe will achieve market-beating returns in 2022 and beyond. In this portfolio structure episode, we consider the megatrends that are likely to shape the world around us for the years ahead and decide what proportion of the portfolio to devote to each of them.

The post Podcast #68 – Structuring the 2022 model portfolio appeared first on Telescope Investing.

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.

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!

The post Podcast #38 – Unity deep dive 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.