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December 20, 2022 by Luke
Article

Smallcap growth

Luke and Albert share a large-cap and small-cap model portfolio. If we were starting out from scratch today, this is where we’d start.

July 27, 2021 by Albert
Podcast

Podcast #49 – CrowdStrike deep dive

This week, we deep dive another stock in our 2021 model portfolio, CrowdStrike. It seems that hacking is constantly in the news with disturbing reports of spyware infiltrating our devices and ransomware attacks against government agencies, corporations, and public services. CrowdStrike aims to protect these systems from hackers with an advanced cybersecurity platform powered by artificial intelligence and modern security foundations.

June 15, 2021 by Luke
Podcast

Podcast #43 – Dear diary

Just over a year ago, when the coronavirus pandemic was beginning, we both started investing journals, to capture our thoughts about life, and the investment opportunities presented by the rapidly changing environment.

In this week’s pod, we revisit some of our journal entries from that period of wild volatility and uncertainty. We saw early signs of the types of businesses that would benefit from stay-at-home orders, and we make some predictions and some investments based on our forecasts of how the business landscape would be impacted. It’s now one year later, so how did we do?

January 6, 2021 by Luke
Podcast

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

October 22, 2020 by Luke
Article

Model portfolio first quarter review – beating the market by 17%

Luke undertakes a first quarter review of the Telescope model portfolio, created in July, and provides a few thoughts on how he might do things differently today

October 12, 2020 by Luke
Podcast

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.

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