Podcast #36 – Twilio deep dive
Communication is a core function of almost every app, from ordering a pizza, hailing a ride, to booking a doctor’s appointment. This week, Luke & Albert deep dive into one of the leading providers of this core functionality, Twilio. Twilio is one of the stocks in the model portfolio for 2021 and we discuss why we think it is a strong company with room to grow. Also, Luke muses on his dreams of a space economy.
Podcast #8 – Investing in the trend of mobile working
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.
Podcast #2 – Investing in megatrends & autonomous vehicles
Luke and Albert discuss why they invest in mega-trends, and they bring the topic to life with a conversation about autonomous vehicles.