Is Cathie Wood's portfolio really extremely undervalued?

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  • Опубликовано: 1 окт 2024
  • Discussing yesterday's interview with ARK's Cathie Wood and her contention that her company's portfolio is extremely undervalued. With CNBC's Scott Wapner and the 'Halftime Report' traders, Stephanie Link, Jason Snipe, Josh Brown and Shannon Saccocia.

Комментарии • 612

  • @myfinancialclimb3121
    @myfinancialclimb3121 2 года назад +63

    "I don't even have a 5 year timeline. I don't think that's a prudent way of investing."
    You can't be serious...

    • @chimbatete
      @chimbatete 2 года назад +20

      I heard that too and I couldnt believe it. I'd be fearful with her investing anyone's money.

    • @random11691
      @random11691 2 года назад +11

      Seriously, I choked when I heard that. Why is she on this program.

    • @fredm.2699
      @fredm.2699 2 года назад

      All they mean is, they may believe in EVs for the next 5 years but they’ll switch the betting horses every now and then be it TSLA vs it’s many competitors.

    • @CMDMedia94
      @CMDMedia94 2 года назад

      I guess it depends on the time horizon of the individual investor. Consider an investor who bought ARKK last year with a 2 year horizon. Let's say said investor is accumulating capital for a major purchase within a 2 year timeframe. That investment in ARKK could be dead money for the foreseeable future. A large percentage of the start-ups from the internet bubble of 2000 no longer exist. Consider what happens if a large portion of her positions go bankrupt over the next 5 years.
      I have followed her ascent over the past 18 months. I don't recall her talking about a 5 year horizon when discussing her team's strategy. IMO: Her standoffish demeanor indicates to me that the ARKK team is in panic mode. She's starting to get a bit reckless.

    • @chimbatete
      @chimbatete 2 года назад +1

      @@fredm.2699 The passive investor like a Buffett have outperformed active ones so my thing is either get out completely or do not look to go in and out. Those who invested in Spy have outperformed hedge funds. To me these guys should do something useful like trade options properly to maximize gains.

  • @bradb2141
    @bradb2141 2 года назад +39

    WHAT? Having a 5 year time horizon is not a prudent way to invest??? Seriously, cnbc should be fined by the FTC and SEC for a statement like that!

    • @mr.v3061
      @mr.v3061 2 года назад +1

      maybe she misspoke?

    • @ArturoHoyte
      @ArturoHoyte 2 года назад +3

      @@mr.v3061 no, she was pretty clear with her words.

    • @lsrasr158
      @lsrasr158 2 года назад +5

      I believe Warren Buffett may have once said if you are not prepared to own a stock for 10 years you should not invest in it. Five year horizons are prudent. However, to me it depends in the stocks you invest in and looking at economic conditions you are investing in. I think Cathie is missing that with the stocks she invests in.

    • @ArturoHoyte
      @ArturoHoyte 2 года назад

      @@lsrasr158 Which stocks she’s choosing is a way better point they could be making, with such a long term approach the gains may take time. Amazon was in the red forever and people were waiting and predicting for them to fail. Never happened 🤷🏾‍♂️

    • @lsrasr158
      @lsrasr158 2 года назад +1

      @@ArturoHoyte agreed. Cathie hit it big with Tesla. I don't know of any others she has been successful with. Her long term gains over the past 7 years had exceeded the S&P over the same time span. However, the TQQQ, the leveraged QQQ has far exceeded the gains ARKK had over the past 7 years. If we are in for sideways slow growth markets for the next number of years, ARKK investors will be very disappointed with ARKK performance.

  • @dralokad5862
    @dralokad5862 2 года назад +145

    Josh is great. He has great points and actually has value add to conversations and can see both sides of things.
    Stephanie saying that having a 5 year investing window is not prudent is frankly ridiculous. Does she think the CNBC audience are all day traders????
    Ask the successful Warren Buffet if he thinks agrees with this or not. I cannot take anything she has to say seriously from now on.

    • @uskv
      @uskv 2 года назад +4

      Warren buffet reallocates on a yearly basis or more.

    • @jgosal1981
      @jgosal1981 2 года назад +7

      Fast money and cnbc caters to traders. If you set it and forget it, you wouldn't watch

    • @Slimecrazy234
      @Slimecrazy234 2 года назад +4

      I think her point is many investors potentially cannot afford to be down 50% for extended period of time.

    • @davidkoba
      @davidkoba 2 года назад +2

      Yes that was the dumbest thing I heard today. Having a long term time horizon is key for most investments.

    • @MinhVu-in9iz
      @MinhVu-in9iz 2 года назад +2

      Okay let’s be real here, arkk investment works when the interest rate goes down, their cost of borrowing is low, so more growth!! With inflation, the fed will increase rates and stop buying bonds so these so call amazing growth goes out the window, increasing rates slow the growth down, so in this kind of environment, you need to adapt your companies that pay dividends and make money and have a strong balance sheet!!

  • @fbeye5890
    @fbeye5890 2 года назад +76

    Stephanie talking about someone else’s performance, when she bought Facebook at the top 😭. I bet they all underperform the market.

    • @SylvainNtwali
      @SylvainNtwali 2 года назад +6

      Exactly. She should be the last person to say anything. I would take Cathie investment advice all day over her

    • @icelandic_mughal2223
      @icelandic_mughal2223 2 года назад +7

      Actually she sold Amazon before earning and got into FB before it’s earnings.
      Amzn went on a a tear and gained over 10% after report and we all know what happened to FB.

    • @t500010000
      @t500010000 2 года назад +1

      @@icelandic_mughal2223 def no insider trading there

    • @kdspland
      @kdspland 2 года назад +1

      I give props to Stephanie admitting she made a mistake. Has Cathy ever said she messed up?

    • @johnristheanswer
      @johnristheanswer 2 года назад

      @@kdspland * Cathie

  • @MJB0328
    @MJB0328 2 года назад +13

    Disgusting 🤮 bullying.

  • @markl1473
    @markl1473 2 года назад +17

    Everybody loves a winner until the winners lose. Then it's front page news.

  • @femaledeer
    @femaledeer 2 года назад +58

    How can her investors have a 5 year horizon when she constantly sells position after they collapse ?

    • @malcolmjames1161
      @malcolmjames1161 2 года назад +5

      Exactly. Imagine all those fees that get taken from the investor's portion of the fund. Actively managed funds do worse over the long run than passively managed funds like the DOW total stock market index.

  • @erikhyndman1115
    @erikhyndman1115 2 года назад +10

    This kinda video is an indication that it’s time to get in.

  • @bonniethielmier5643
    @bonniethielmier5643 2 года назад +38

  • @Bobbyfuckingaxelrod
    @Bobbyfuckingaxelrod 2 года назад +28

    Also: how is a 5 year time horizon not prudent? What is a good timeframe? 1 year? Now you’re just swing trading. Companies don’t come to fruition in that short of a time frame. Y’all really do sounds like you’re just jabbing at Cathy because she’s down.

    • @benzokarim9918
      @benzokarim9918 2 года назад +3

      i was also surprised over that comment, of course 5 years horizon is fair, remember you are investing in a business. She sounded like it was unheard of to invest long term :P

    • @takarataylor2819
      @takarataylor2819 2 года назад

      @Josh exactly....I wish folks would leave her alone at this point lol.

    • @drc7969
      @drc7969 2 года назад

      I absolutely agree with your say. So honest

    • @Homeb
      @Homeb 2 года назад

      Not necessarily swing trading. Stocks like WFC and BAC did well last year and probably will continue to rally this year.

  • @135pacman135
    @135pacman135 2 года назад +27

    Did she just say that it isn't prudent to invest with a 5-year time horizon?

    • @ArturoHoyte
      @ArturoHoyte 2 года назад +10

      Yeah I don’t understand how these money managers want people to invest with them for life, but don’t actually have a long term strategy.

    • @Outworlder
      @Outworlder 2 года назад +13

      She did. Completely ridiculous. Look, you may disagree with ARK's strategy. But there's NO WAY anyone sane will disagree with a 5 year time horizon - unless if it's too say that 5 years is not enough.
      Did she come straight out of WallStreetBets?

    • @MinhVu-in9iz
      @MinhVu-in9iz 2 года назад +4

      Yes, having a long term horizon is key but only for those companies that make money, not those companies that might have amazing growth in a few years!!

    • @johnristheanswer
      @johnristheanswer 2 года назад

      It`s been a loooonnngggg 5 years.

    • @guppy738
      @guppy738 2 года назад +1

      Yep, basically showing her ignorance to everyone, there is reason CNBC is called CNBS...

  • @shannoninnes3974
    @shannoninnes3974 2 года назад +49

    The time value of money means today $10,000 is worth more than it will be in the future. Investing in the stock market is the surest way of protecting your money from inflation and the best way to build wealth. The U.S stock market is the world's biggest wealth creator which always outperforms most economic realities in the long term.

    • @dustinbowie3616
      @dustinbowie3616 2 года назад +1

      Don't attempt to time the market. Focus on every use case behind a token. Consult with a knowledgeable Investment-Adviser (Mine is Stephanie Priscilla Bonillo, look her up) who knows the intricacies of the market most especially if you are a newbie to avoid getting burnt. Continuous ROI is better than 40% pump in one day and 90% dump the next week. I still think cryptocurrency is a tool that hedges over inflation.

    • @amandabellz4056
      @amandabellz4056 2 года назад

      @@dustinbowie3616 Found her webpage & left a message. Thanks alot. I'm interested.
      use this as guide

    • @Reinification
      @Reinification 2 года назад +2

      That’s only true in a bull market where rising tide lifts all boats and tech stocks have excess inflow. In a inflation driven bear market now we’re in, you’re better off investing in commodities than holding out hopes in stocks.

    • @heileopold6122
      @heileopold6122 2 года назад

      You have never been in a bear market. Have you? In a few months you will talk differently.

  • @kellywalker4494
    @kellywalker4494 2 года назад +35

    Cathie Wood is deluded. An ETF that’s down 60% is unforgivable. The main reason we’d invest in a managed fund is having an expert manage risk. ARK has poor risk management. The comments are right, this is not a prudent way to invest. Cathie Wood has been in the finance industry many years and as far as my research shows she has not had an amazing track record.

    • @richarddixon6352
      @richarddixon6352 2 года назад

      She is worth $250,000,000 and beat all etf prior 5 years

  • @casienwhey
    @casienwhey 2 года назад +35

    Valuations matter in the long run, even in innovative industries. I watched many innovative stocks lose 80-90% of their value in the 2000 crash.

    • @JackobJackob32
      @JackobJackob32 2 года назад +4

      And did you watch some of them 100x after the 2000 crash too?

    • @cogen651
      @cogen651 2 года назад +6

      @@JackobJackob32 no, never did except amazon, but that was after thousands went down the tubes

    • @L0CALDRUGMAN
      @L0CALDRUGMAN 2 года назад +1

      @@JackobJackob32 the thing is 99% of them fail.

    • @Stoneface_
      @Stoneface_ 2 года назад +5

      @@cogen651 100's went bankrupt and for Amazon, it took 7 years to return to it all-time high. Companies like KLAC, QCOM etc took 20 years and Cisco still never returned to it all-time high.

    • @stevet6676
      @stevet6676 2 года назад

      Yep, me to. I learned a great investing lesson during the internet bubble burst: do your own homework. Even in late 1999, with tech stocks hitting PE's of over 100, others not even having an "E", analysts like Mary Meeker said "buy,buy,buy" until the stocks lost 80 - 90% of their market cap. Then it was "bye".

  • @szclear
    @szclear 2 года назад +12

    As JIm Cramer clan, there is no surprise Link took a cheap shot at
    Cathie Wood. Just 10 days ago she was saying she was a long term investor and has 10 year’s time horizon for META, now five year was too long for her… I haven’t owned any ARK funds yet, but I root for Cathie Wood to win. Truly hope she can go through this difficult time.

  • @harrychu650
    @harrychu650 2 года назад +28

    CNBS and Scott, please have Charlie Munger on and equally interrogate him on why he doubling down on BABA and not selling.
    Or is that different. Why is it different?

    • @robertoortegasoliscfp
      @robertoortegasoliscfp 2 года назад +4

      Exactly

    • @z5m2
      @z5m2 2 года назад +1

      @@Anonymous-ld7je So what P/E multiple should one buy and sell at?

    • @randomark9161
      @randomark9161 2 года назад

      Baba has great fundamentals, it actual makes money. cathie wood stocks dont, they are bleeding money left and right. Also the way Cathie ignores macro is laughable, straight out of a cognitive dissonance book. She is still talking about deflation...

    • @ryansatchell2302
      @ryansatchell2302 2 года назад

      Because her entire portfolio is down close to 60%. lol One pick (Alibaba) being down is way different from pick after pick after pick being down. And not just correction territory but doomsday 60%!! I mean that's ridiculous. I'm not that good of a trader and I've NEVER had that bad of a loss over a year. NEVER.

    • @liarzdice
      @liarzdice 2 года назад +2

      @@randomark9161 Owning rights to BABA through an offshore shell company is kind of important. I don't own ARK but they do hold profitable companies as well, although that's not the point of their fund.
      I will not buy shares to rights to own a company under the thumb of the CCP. Didn't they recently feel pressured to donate 6 billion of said profit under the watchful eye of Xi-Bear?
      Bottom line, context matters.

  • @quinnkirsop
    @quinnkirsop 2 года назад +16

    Josh is easily the best guest on CNBC.

  • @eitanshushu
    @eitanshushu 2 года назад +11

    i really like josh insights. his interview with cathy was spot on. this analogy of playing poker with your cards faceup is superb. she really does have a tough hand. even if i ll find some of the companies in buying the dip territory i ll hand pick them and not go with the arkk fund, dont trust their trading methodology.

  • @mccutch
    @mccutch 2 года назад +5

    Amazing how much Cathie triggers CNBC and Jim Cramer lolol

  • @raviamin2820
    @raviamin2820 2 года назад +22

    The thing with her picks is that a majority of them irrationally and euphorically hit 5 year targets back in Feb 2021...meaning if all of Cathie's 5 year growth projections for her picks come true, they would be valued at the prices they saw in Feb 2021. e.g. TDOC 300+, SPOT 300+, ROKU ~500, TWLO 400+, SPOT 300+. The problem is she continued to buy instead of sell when those 5 year price targets hit last year

    • @pulloutgang278
      @pulloutgang278 2 года назад

      @@RosscoAW I don't think he knows anything about reducing cost basis lol

  • @louislong1514
    @louislong1514 2 года назад +5

    Didn't she know that we are already in the 3rd year so called 5 yr horizon.

  • @jasonrobbind231
    @jasonrobbind231 2 года назад +5

    The new generation can't go 5 days without looking at their phone you think they can go 5 years and wait for a stock to double?

  • @macdee2766
    @macdee2766 2 года назад +3

    You keep Hammering Cathy Wood - Your clowns recommended SHOP AT $1400, TWLO AT $350, DOCU at 250, I can go on and on. Do you want me to tell you who did it? So STOP complaining about Cathy Wood, we all know some of her investments are mind-boggling. At least she based on studies, not because of the charts, or BIG TOM.

  • @mogtrader8
    @mogtrader8 2 года назад +6

    Josh has a 5 Year Christmas Decor display horizon.

  • @heileopold6122
    @heileopold6122 2 года назад +9

    When liquity gets tight even the BEST stocks can fall deeply.

    • @slowridefpv9668
      @slowridefpv9668 2 года назад +2

      Liquidity has fallen off the charts! Hang on to your shorts! ;)

  • @Bobbyfuckingaxelrod
    @Bobbyfuckingaxelrod 2 года назад +10

    Lol oh now that we’re at these levels everyone all of the sudden says “we can’t value these stocks.” No one said this during the momentum rally.

  • @rl_31123
    @rl_31123 2 года назад +10

    these reports know nothing. Same story when Tesla was $50 a share. I'm in with Cathie, the top 10 holdings ARE DEEP VALUE.

    • @sjoerdrozendaal3416
      @sjoerdrozendaal3416 2 года назад

      I just don’t understand the roku holding though, what is so innovative about this company?

    • @rl_31123
      @rl_31123 2 года назад +3

      @@sjoerdrozendaal3416 after Google and Facebook, it's the best place for returns for advertising and customers get to use streaming for free in exchange for seeing ads. it's brilliant with tons of growth ahead.

    • @yangyu441
      @yangyu441 2 года назад

      RUclips doing same? Just asking though. It doesn't seem a unique model though.

    • @rl_31123
      @rl_31123 2 года назад +1

      @@yangyu441 kind of but not really. ROKU is like netflix/Amazon prime/Apple TV etc but free in exchange for commercials.

    • @bigpap90
      @bigpap90 2 года назад

      Is roku authorizing the ads or the actual streaming services? I always though you click on Hulu and Hulu is the one with the ads. Maybe Roku can collect viewers watch data and send to ad agencies? Not sure how it works

  • @gosikh
    @gosikh 2 года назад +9

    I bought Amazon at 6 bux and sold it at 30 and it stayed for 100-200 for years. It is now 3000. She picked Tesla. I am betting she has a new Tesla or two in her portfolio.

    • @szclear
      @szclear 2 года назад

      Well said! May Technology and innovation prevail

  • @JohnnyBamboo
    @JohnnyBamboo 2 года назад +22

    A year ago Jim was saying that energy is "uninvestable". He's just guessing like the rest of us. Just buy the market right.

  • @trungtpham
    @trungtpham 2 года назад +8

    Josh, for every retail investor dollar that followed Cathy's published trading, there have been $1,000 in shorts that bet against it.

  • @spdandpwr
    @spdandpwr 2 года назад +42

    They love talking about ARK on CNBC. It makes me think that a lot of folks really want to see her fail. I bought 40 shares to support Cathie.

    • @Enohzeee
      @Enohzeee 2 года назад +15

      There are people more worthy and in need of your charity than Cathie Wood!

    • @MinhVu-in9iz
      @MinhVu-in9iz 2 года назад +15

      That’s the stupidest reason to invest in anything, you put money to work to make money , who cares about supporting someone really??

    • @spdandpwr
      @spdandpwr 2 года назад +2

      @@MinhVu-in9iz Support her thesis. I didn't mean I'm throwing money around willy nilly

    • @spdandpwr
      @spdandpwr 2 года назад

      @@Enohzeee agreed. See my follow up above

    • @peterfarmer7768
      @peterfarmer7768 2 года назад +1

      Ill support cathie as well ,she deserves more credit when its due and to all the doosbags that say that u can support people more than cathie i have to say in this world today ill rather support wild life than humans

  • @ct608
    @ct608 2 года назад +6

    5 years horizon is total non-sense, she bought the same company several months ago and then dumped them all in the same year.
    After all, her company can still earn the management fees, while investors are the ones who took the suffering. Shame on her.

    • @persianprince91
      @persianprince91 2 года назад +1

      I believe you’re referring to Palantir? Hopefully, she lives to regret it immensely!

    • @ct608
      @ct608 2 года назад

      @@persianprince91 right, that's one of them lol

  • @cozyslor
    @cozyslor 2 года назад +56

    Since 10/31/2014 ARKK is up 268%, the S&P 500 148%. You will get a skewed result if you look at short periods of time. Portfolio's which can go up the way ARKK did can come down the same way. It's inherent in the investment. As long as the investors understand this then I don't see what the big deal is with ARKK. I don't ask for chocolate ice cream and then complain it's not vanilla. Silliness. Oh and by the way (heh), Stephanie is out of her mind when she states, "I do not have a 5 year time horizon. I don't think that's a prudent way of investing quite frankly." Ugh. did she just say that on TV?

    • @lsrasr158
      @lsrasr158 2 года назад +6

      if you want to go growth stocks, why waste your time with ARKK. The TQQQ, leveraged version of the QQQ is up over 1200% since 10/31/2014.

    • @roorlek
      @roorlek 2 года назад

      they are probably going to delete your comment, they dont want viewers knowing how they just manipulate the data for their argument

    • @method341
      @method341 2 года назад +2

      Stephanie is just an index hugger like the rest of them. Who actually takes her seriously? She is a joke. At least Cathie Wood has conviction and sticks to it.

    • @Tendomcgoobin
      @Tendomcgoobin 2 года назад +8

      The majority of investors entered at or near the top. Most are sitting on losses and don't care about the past performance.

    • @yomismo6969
      @yomismo6969 2 года назад +1

      Good wait one more month and you will loose all your 💰.

  • @s.kov.1385
    @s.kov.1385 2 года назад +5

    "deep value" She should take her que from Zuck and rename her fund "Deep Value".. It's so deep... you can't even see it.

  • @Ronnieleec
    @Ronnieleec 2 года назад +6

    Jim Cramer has been a proponent of PayPal and look at that

  • @Winterheartfull
    @Winterheartfull 2 года назад +4

    “I don’t even have 5 years time horizon. I don’t think that’s a prudent way of investing…” 🤦

  • @brandonho8937
    @brandonho8937 2 года назад +2

    Remember the dotcom bubble popped how long did it take those companies to recover. The question is, is the bottom in? The feds haven't start rates hike yet, stop treasury bonds buying and also off loading balances sheet. Remember in 2000 market didn't bottom till 2003. Also in 2008 market didn't bottom till 2009. How long will it take us to find bottom?..

  • @jedi4049
    @jedi4049 2 года назад +2

    Steph Link no credibility

  • @blaklabel2432
    @blaklabel2432 2 года назад +2

    No. The market is going to continue to drop and so will her ark portfolios. Fed rate hikes and the fact that they are going to stop pumping money into the market will drop the market. Plus the Ukraine and Russia situation isn’t helping. And the midterm elections are this year which always create volatile markets. I don’t think the market will be investable until after the elections

  • @jprizzuto
    @jprizzuto 2 года назад +5

    wow!!~ link begins the show saying she is a 'long term investor" and then responding to cathie woods 5 year investment horizon she then says "however, i dont even have a 5 year time horizon, and i dont think thats a proven way of investing, quite frankly" wow!

  • @miksilv4576
    @miksilv4576 2 года назад +4

    EXTREMELY OVERVALUED STILL. ITS STILL IN A BUBBLE

  • @davidl5982
    @davidl5982 2 года назад +1

    Did anyone just notice that ARK's doesn't show performance year to date? they cap it off at 12/31 where the losses begin to balloon. No transparency.

  • @steplaland
    @steplaland 2 года назад +20

    In 2016, she said this stock would get to $5000 when the stock was $350. There was this similar video where CNBC laughed at her. The stock continued to fall to 180, a 45% haircut. In 2022, the stock ran to $6000. She should laugh at them now. This has bought her some credibility for at least another 3 years.

    • @randomark9161
      @randomark9161 2 года назад +8

      that doesnt mean anything. past performance doesnt indicate future one. She got lucky on tesla, she has flunked everything else

    • @steplaland
      @steplaland 2 года назад +1

      @@randomark9161 got lucky? Yeah maybe but if YOU are the ONLY person going on national TV and saying something so ridiculous at the time, then you must be seeing something that 99.99% of people are not.

    • @leeroyjenkins3677
      @leeroyjenkins3677 2 года назад

      Roku

    • @chrisbanfield4138
      @chrisbanfield4138 2 года назад

      @@randomark9161 then why would we ever care about old famous investors? of course past performance matters

    • @javaChai
      @javaChai 2 года назад +2

      She got lucky and rode the pandemic hump.

  • @krishnamohammed6951
    @krishnamohammed6951 2 года назад +18

    You really have to love the media particularly CNBS. They've always been critical of her. Even when her funds were the best performing funds in the market. Now that the market has shifted away from growth because of rates/Russia everyone has an opinion on why Cathie is nuts. ARK literally tells the world everyday what they buy and sell. Stephanie here was patting herself on the back for selling Google to buy FB before earnings. Now what?

    • @chimbatete
      @chimbatete 2 года назад +5

      She sold Amazon if I recall and bought Meta. You look at past videos of these guys and they would make the reddit crowd look like geniuses.

    • @JMEUTEUW
      @JMEUTEUW 2 года назад

      Wood was LUCKY one year thanks to Tesla. That’s all.

  • @trungtpham
    @trungtpham 2 года назад +39

    "...not a prudent way of investing..." But all this time we have cherished Warren Buffet and his 100 years horizon as proof that investing works as genius...

    • @MinhVu-in9iz
      @MinhVu-in9iz 2 года назад +7

      Buffet investment makes money, and has a good balance sheet, arkk invest in a possible future, which is fine when the interest rate goes down!! Have fun losing money!!

    • @darrenhere5856
      @darrenhere5856 2 года назад +3

      LOL .... so true.....

    • @t500010000
      @t500010000 2 года назад

      @@MinhVu-in9iz obviously interest rates will rise until Putin is in DC?? Buy more gold and oil and enjoy not making money 🤑

    • @jjsheets330
      @jjsheets330 2 года назад +2

      Woods is the greatest investor of all time. She buys high and sells low, I love this strategy.

    • @MinhVu-in9iz
      @MinhVu-in9iz 2 года назад +3

      @@t500010000 I agree with buffet, you think gold can be a safe investment against inflation, but gold doesn’t do anything!! Gold doesn’t increase more value than money or inflation.

  • @keto6789
    @keto6789 2 года назад +4

    I think these channels just make stuff up every day to keep us watching

  • @donelpatterson9036
    @donelpatterson9036 2 года назад +1

    Up 7 % Week.. FFIE.. Faraday Future FF 91 Artificial Intelligence Luxury Zero Gravity Seats 1,050 hp EV. July 2022.

  • @harrisonwintergreen1147
    @harrisonwintergreen1147 2 года назад +1

    Cathie Wood is reeking of desperation. A major drop doesn't mean 'deep value'. Deep value is low low P/E, P/Sales, etc. emerging market dividend stocks are 'deep value', for example. Higher P/E = worse long term returns

  • @donelpatterson9036
    @donelpatterson9036 2 года назад +1

    ELMS EV Vans/ Trucks.. * Dip Opportunity. Down 84 % Year. Electric Last Mile Solutions. Assembled in U.S.

  • @banit1122
    @banit1122 2 года назад +1

    you buy when everyone is afraid . I will do the opposite of whatever CNBC hosts say. esp Jim Cramer

  • @Bonescratcher
    @Bonescratcher 2 года назад +3

    I don’t own ARKK but these useless talking heads on CNBC miss one important fact. ARKK has doubled the returns of the broader S&P Index since its inception 8 years ago. And yes that’s despite the 59% crash it’s had over the past year

  • @audreyswinston344
    @audreyswinston344 2 года назад +19

    I don't know who needs to hear this but stop saving all your money in the bank. Learn some new skills and lnvest your money if you want financial freedom...Of course having multiple streams of lncome is remunerative means of building wealth.

    • @georgechristopher2907
      @georgechristopher2907 2 года назад +1

      That's correct.. I believe that the secret to financial stability is having the right investment ideas to enable you earn more money, I don’t know who affirms to this, but either way I recommend real estate, crypto, NFTs, Stocks.....

    • @Ed-ug3te
      @Ed-ug3te 2 года назад

      Wait a minute.... y'all working with Mister Carl Davis😱. im also a living attestation of hls servlces. He's obviously the best and has really made a good name for himself. I lnvested 4000$ with him and made a proflt of 16,107$ in 9days.

    • @rebeccagardener1670
      @rebeccagardener1670 2 года назад +1

      Been reading through the comments and when he said Carl Davis I knew he was right! I have the best lnvesting help from Mr Carl. He's friendly and easy to get along with in terms of lnvesting tips. It was a life changing lnvestment I was able to pay off my mortgage 😭😭

    • @georgechristopher2907
      @georgechristopher2907 2 года назад

      A good lNF0 is what everyone needs to progress financially. Here's an incredible one, thank you!!!

    • @nategudjohnsen1016
      @nategudjohnsen1016 2 года назад +1

      Holy sh*t!! I've known Sir Carl Davis for ages, He is so wonderful and sincere, my dealings with him keeps running smoothly and swiftly without controversies. I have worked with 4 traders in the past but none is as efficient and intelligent as he is. I'm currently mining my ETH with his strategy and it's really awesome 👍

  • @inalaop
    @inalaop 2 года назад +11

    This is called the 'reversion to the mean' principle. I saw this coming last year and sold out of her fund. Does anyone every read Jack Bogle's advice? It's in his book. He (and others) have said this, and is a proven principle. It's clear as day.... Sure her fund(s) could go up again, and probably will at some point, but they will probably circle the drain until the end of this year...I do like a lot of the funds she invests in but they are volatile (case in point). Here is some advice... when you see a fund like this that goes way up and then more investors pill in... sell it. When it crashes, then buy back in. Yes, you can sometimes somewhat 'time' the market in these situations if you know the reversion to the mean principle...

    • @pedromogga6928
      @pedromogga6928 2 года назад

      Well yes unless they are Amazon, Microsoft, Google etc. If its a great Company just keep hold of it as it's been proven that if you sell a share in a Company you are less likely to buy it again.....sellers remorse. It is strange times ... the market is absolutely bonkers ... it simply should not be possible for loads if stocks to be witnessing 10% swings every day. Shorting is not helping matters.

  • @tonykim7869
    @tonykim7869 2 года назад +1

    Reading some comments, I can see why you all stay poor.

  • @johngoncalves
    @johngoncalves 2 года назад +1

    If you don’t have an X year time horizon, you aren’t investing, you are trading!

  • @hooverelondono9946
    @hooverelondono9946 2 года назад +2

    When she’s up 300% they will sing a different song

  • @ziomeknb
    @ziomeknb 2 года назад +1

    i only hold 1 stock, yea you guessed it, GAMESTONK

  • @rufus1641
    @rufus1641 2 года назад +1

    Botox lip lady and scarecrow skin lady have no clue. The presenter is a doormat also. Josh is the only one that thinks with logic

  • @rebeccavoodoo2191
    @rebeccavoodoo2191 2 года назад +1

    Love Commodities ! Irregardless of interest rates ..it’s based on supply & demand and they never go broke hahaha when are in bullish commodities economic cycle and the Bear is having a bacchanalian feast.......hahahahahahahaha Brilliant money 💰 makes money 💵 off smart &stupid. Money

  • @lucianscutelnicu6090
    @lucianscutelnicu6090 2 года назад +1

    She continue say 5 years .. from 2019 she keep saying 5 years.. 2022 she say same 5 years 🤣

  • @PeterParker-wj3cr
    @PeterParker-wj3cr 2 года назад +1

    Did i just hear long term investing doesn't work??? So is CNBC promoting day/swing trading?

  • @blueskyloo
    @blueskyloo 2 года назад +1

    Exactly from which date does this Five Year horizon of her begins?

  • @shooter.mcgavin
    @shooter.mcgavin 2 года назад +1

    You could buy anything and it would be higher in 5 years? I respect her but she makes no sense?

  • @e.sanoop110
    @e.sanoop110 2 года назад +4

    I really wonder if it's actually over valued. Ever since this COVID thing happened, valuations of most companies are sky high now and is it really justifiable is the question everyone must ask themselves 😎😎😎

    • @mrlungbutter
      @mrlungbutter 2 года назад +2

      SHOP is a good example, down 55% in 3 months, was way over valued for 1600$ but tons of peope were chasing it. now its in the high 600$ range and nobody wants to buy it. This is the case for most stocks, but everybody just glances at the S&P500 thinking "oh the market hasn't crashed yet" but really everything else has except the 10 stocks that account for 60% of the index.

  • @houghtonstreet3392
    @houghtonstreet3392 2 года назад +1

    deep value without any cashflows and earnings,,she is a new joking joke

  • @sinforoso2000
    @sinforoso2000 2 года назад +3

    Part of anyone's portfolio should be focused on innovation. Most, if not all of her picks were over 50 P/E at their peak a few moths ago. That does not make any sense. Even with the current downtrend, most of them are still grossly over priced. As is most of the stock market still...

  • @bmc5535
    @bmc5535 2 года назад +1

    Josh, did you buy the dip on Matterport this week?

  • @jimbeam4111
    @jimbeam4111 2 года назад +1

    Define long term investor. These same clowns will tell you to buy GM

  • @ThinkyParts
    @ThinkyParts 2 года назад +4

    I really agree with her thesis long term… but her trades are really confusing. She’s been adding ROKU and reducing PLTR? That makes no sense.

    • @assetfuture5590
      @assetfuture5590 2 года назад +1

      Well I don't understand why she bought sklz at 25 and sold at 5.....
      At least ROKU is below before COVID price, so that one is undervalued....

    • @ThinkyParts
      @ThinkyParts 2 года назад

      @@assetfuture5590 But why is it undervalued? Her theory on ROKU is literally that apple and google are blocking spying on people and ROKU doesn’t so ad dollars will flow to them.

  • @frankwiersma7980
    @frankwiersma7980 2 года назад +1

    Valuating companies that do not make profit is not possible.

  • @MonetaryRebel
    @MonetaryRebel 2 года назад +3

    Short answer: No
    Cathie Wood is going down the same way she went up. This is a lesson for all or us to be nimble and ready to adjust if conditions change. She is tied to this idea of "innovation" which is great but free money isn't going to be around anymore so if the private investors lose interest or capital and the future can't deliver on expectations then the risks increase substantially.

    • @MonetaryRebel
      @MonetaryRebel 2 года назад +1

      @Ross I feel like I see this as risky and uncertain and you see this as not risky or at least a pretty for sure play. I think the last 20 years have skewed everyone's perspectives of what is normal growth. I just hope you don't expect explosive growth over the next 5 years cause honestly winter is here. I see interest rates bottoming here and going up to try and reverse the 40 year downward trend we've been on while inflation had been gone. Now that global supply chains are remaining uncertain, it's back and the game has changed.

  • @Doodums
    @Doodums 2 года назад +2

    she absolutely needs to stop publishing her daily trades.
    on the way up, people would copy her trades and profit greatly. now people are just shorting everything she's buying.

  • @sandybeach3576
    @sandybeach3576 2 года назад +1

    I remember Janus Worldwide. LOL.

  • @blagojelukic
    @blagojelukic 2 года назад +1

    That woman Stephanie is clueless

  • @boomeyeay
    @boomeyeay 2 года назад +10

    Brilliant case study on why Jack Bogle hates ETFs

  • @Peter-cl5cd
    @Peter-cl5cd 2 года назад +1

    Woods is the dumb money everybody talks about.

  • @briantait8626
    @briantait8626 2 года назад +8

    She buys high and than sells low to buy something else,Cathie Wood has the right idea about innovation but if she has a five year outlook than why trade everyday? That is worst way to manage a portfolio. She should bet on just 20 companies that’s very innovative and disruptive instead of 50+ companies. It’s not gonna work

  • @jloos9959
    @jloos9959 2 года назад +2

    tulips....i think.

  • @grahamjeffery
    @grahamjeffery 2 года назад +2

    She hasn't got a clue - it's all meme stocks -- it'll go back down to 30 and possibly blow itself up completely in the process, as the demand for redemptions from people with burned fingers want out

  • @anonsurf6640
    @anonsurf6640 2 года назад +3

    Come on. Some great names in her portfolio that are growing really fast with great promise and improving profitability. Yes they are all high multiple names but becoming attractive. Many of them should recover. Its not difficult to imagine where these names will be in 5 years even if some get disrupted by competition. These clowns will flip sides again.

    • @WJGSix
      @WJGSix 2 года назад

      I think the problem is the investors who bought near the top even if these stocks recover are not going to see big returns because they already have so much ground to make up. If you’re investing you need to try and find under valued stocks in the event they do go down, the valuations behind them will prevent them from jumping off a cliff many times and when they recover investors will be the recipients of much greater returns.

  • @Tom0000
    @Tom0000 2 года назад +4

    josh makes great points

  • @insearchofvalue8034
    @insearchofvalue8034 2 года назад +9

    Cathie day trades with your hard-earned money, you let her have all the fun, better take your money and gamble. You will lose but have the fun.

  • @joeblow4938
    @joeblow4938 2 года назад +1

    No one knows what the market will do and what a company is going to do in five years from now
    Cathie never talks about whether a company is going to successfully make a product that is profitable.
    She simply looks at a sector and who is in that sector. She has no clue who can make a profitable product.

  • @LorriSanga
    @LorriSanga 2 года назад +23

    There is so much under valued holdings in ARKK, much like the rest of the market. Not all are speculative, there's same beaten down large caps. There's going to be a rebound well with 5 years.

    • @jwa7378
      @jwa7378 2 года назад +10

      And there are some that will never reach those fluffed up valuations from August 2021.

    • @t500010000
      @t500010000 2 года назад +2

      @@jwa7378 good thing etfs are diversified. Innovation + Time = Moon

    • @MinhVu-in9iz
      @MinhVu-in9iz 2 года назад +3

      You clearly don’t remember the dot com bubble and crash, as Arkk loses money and people pull their money out, Cathie have to sell low, it’ll make things worst!

    • @t500010000
      @t500010000 2 года назад

      @@MinhVu-in9iz shell take profit and dollar cost average. Some companies wont make it but that why she's diversified. Would you rather get in apple at the top or the bottom?

    • @MinhVu-in9iz
      @MinhVu-in9iz 2 года назад +2

      @@t500010000 of course I rather buy apple at the bottom, but have you ever try to catch a stock that’s always falling, doesn’t feel good!! There’s only so much money to go around!! Cathie got a problem,, being an etf fund, if people pulls out, she has to sell, it’s their money, so she might not have 5 years to wait it out!!

  • @denv5371
    @denv5371 2 года назад +3

    How does "not having patience" go hand-in-hand with being an "Investor" Scott?

  • @nafnaf0
    @nafnaf0 2 года назад +2

    Cathie Wood's ARK funds are the exact opposite of value (they are extreme growth) but maybe they are a good deal (value) since they have tanked. And that is why it is down like crazy. The blonde lady hit it on the head

  • @deanrobbins8102
    @deanrobbins8102 2 года назад +3

    We're in a blip. Too much stimulus, too much uncertainty, interest rates, global instability (which is only going to get worse over the next two years) all play factors. For the woman that said, "A five-year time horizon isn't a prudent way to invest" is a fool. You shouldn't be investing in equities if your time horizon is that short. Invest in mutual funds if you have that horizon or just stack cash. People underestimate the value of having 18 months of living expenses in cash on hand at all times.

    • @tomw485
      @tomw485 2 года назад +1

      That was a very foolish statement by that reporter. If you can’t hold your position for at least 3-5 years it’s hard to see your investment strategy even play out.
      But while Cathie Wood certainly tells a good story, how are we supposed to know that the stocks she’s in actually are the great companies she’s claiming they are? Investing in innovation is great only if it translates into a highly profitable business model. There’s a lot of innovative tech out there that isn’t easy to to sell. She’s a much better sales person than investor.

    • @tomw485
      @tomw485 2 года назад

      Also she’s acting like irrationality and fear have suddenly taken over the market. No the fact that people actually care about earnings again shows that the market is moving towards rationality not away from it. Blip? Yeah I don’t know about that. There will be some big winners in the tech space like in the dot com bubble but that will be amongst a wasteland of failed companies. I work in biotech btw and I highly disagree with some of her ARKG positions given my personal knowledge of the industry.

  • @skonlinehelp9868
    @skonlinehelp9868 2 года назад +3

    Nice video!! Very engaging from the beginning to the END..,I'm new to Crypto trade and I have been making huge losses but recently see a lot of people earning from it. Can someone please tell me what I'm doing wrong.

    • @ДжорданХасан
      @ДжорданХасан 2 года назад +1

      When in comes into the world of Bitcoin many people are having huge losses just because they are investing with the wrong person. Since when I have been investing with Mr Juan Lewis I made up to $18,000. after 1weeks of trading. I will just say is the key to crypto

    • @伊莉莎白·蘇珊
      @伊莉莎白·蘇珊 2 года назад +1

      @@ДжорданХасан Oh! You know him too. My life has totally changed since I started investing with Mr Juan Lewis the some of $1,000 and now I make up to $10,450 every 11 days...

    • @adelnguyen8806
      @adelnguyen8806 2 года назад +1

    • @christianaustin9872
      @christianaustin9872 2 года назад +1

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    • @johnnylouis5076
      @johnnylouis5076 2 года назад +1

      I have heard a lot about investments with, Mr Juan Lewis how good him is and how him has helped people. Please🙏🙏 how safe are the profits??

  • @shanmugam9520
    @shanmugam9520 2 года назад +9

    SaaS will do extremely well next 5yrs . At 18% annual growth , healthy capitalized companies like Amazon, msft, google , crm will outperform .

  • @SRParsonage
    @SRParsonage 2 года назад +7

    Claims a 5 year time horizon, then day trades in and out of stocks taking permanent losses. What is this? Skillz,Zillow,Palantir etc all pumped and dumped.
    How can it be a 5 year investing fund when the holdings change every 5 weeks?
    There is a misallocation of capital going on Cathie you're right, But the one doing it is looking at you in the mirror.

  • @phoenixsilverman1616
    @phoenixsilverman1616 2 года назад +1

    Be greedy when others are fearful

  • @tkirwan123
    @tkirwan123 2 года назад +1

    Short sighted, herd mentality. Perfect example of why there are opportunities like this one in the market

  • @CricketMode
    @CricketMode 2 года назад

    Well hold strong stock for long term its simple!!! The war is temporary thing and the inflation its will be over and those who didn't take the opportunity now will regret I consider this discount bargain of the Century so invest now!!

  • @kameel28
    @kameel28 2 года назад +1

    Buy high, sell low hahaha

  • @davidzhang1109
    @davidzhang1109 2 года назад +6

    So many people are so confused. lol. Cathie isn't good at finding opportunities. She's just a good salesman. She gets paid whether the clown investors make or lose money. lol

  • @GlobalPenguin2012
    @GlobalPenguin2012 2 года назад +3

    Last year, Wood said 5 years. This year, it’s still 5 years. Lol….

    • @benanderson5490
      @benanderson5490 2 года назад

      And next year 5 years and the year after the same. Fortunately for Cathie her management fees dont have a "five year time horizon".

  • @eitanshushu
    @eitanshushu 2 года назад +2

    this is laughable. a 5 yr time horizon started 2 yrs ago. you've got 3 more yrs. time goes by but she keeps saying measure us in 5 yrs timespan. other would call it a scam.

    • @benanderson5490
      @benanderson5490 2 года назад

      Charles ponzi no doubt spun his victims a similar story "just give me five years and you"ll get all your money back".

  • @jlolmos83
    @jlolmos83 2 года назад +2

    Just looked up what her performance has been over the past 5 years... Oh! Would you look at that, she has been beating the S&P 500... Even after the massive correction!!

  • @davidbest8912
    @davidbest8912 2 года назад +2

    Four out of ten new companies fail in the first five years.

  • @sssandhu78
    @sssandhu78 2 года назад +1

    Cathie now runs deep value portfolio. 🤦‍♂️