저자: 미상 · 외국인
요약 보기
캐시 우드(ARK Invest)의 경력과 투자 행적을 서사적으로 소개하며, 2020년 코로나 수혜와 2021년 이후 폭락(고점 대비 70%+ 하락), 2023년 AI 랠리 때 엔비디아 매도 후 Zoom·Roku·UiPath 물타기 등을 다룬다. 그녀의 장기(5~10년) 투자 관점을 옹호하는 시각과 비판이 공존하며, 승패는 아직 결론이 나지 않았다고 마무리한다.
다듬은 글
In the modern world of investing, if there's anyone... He is known as the rockstar of the financial world. The name Aunt Cathy Wood would probably be that person. Because her name is a name that investors... Gen Z members worldwide are flocking to donate money. She managed to transform her assets into a fortune exceeding $50 billion, leading every media outlet to praise her as the female version of Warren Buffett.
Because in the past, no matter where she pointed her finger to buy stocks... Whichever stock it is, it's ready to soar. The moon instantly transformed Aunt Caffe into... The prophet of innovative stocks is here. Featuring the incredibly strong personal story of a 60-year-old woman who dared to walk into the den of wolves on Wall Street, confronting and berating the executives in their suits.
You guys are like dinosaurs from a million years ago. He took the money and started his own fund, which eventually became... He was the most ruthless profiteer in the world and became... He's a favorite among teenagers, with people wearing racing bikes all over the country. But in an era where the world is excited about Generative AI, why mention Aunt Cathy Wood?
It has become a name that people are starting to return to. It questions whether she is really the queen of... Is it a prediction, or are I just lucky? Her ARK fund is currently plummeting. The hellish fall of over 70% from its peak has trapped investors. Billions of dollars have evaporated from the stock market, to the point that the female version of Warren Buffett was even parodied with a new name.
The queen who was stuck on the mountain before she even climbed up. She's the queen who shook up the stock market on All Street and led people to get stuck with losses, like the young girl Cathy. I grew up like a princess in a fairy tale. Kefsey was born in Los Angeles, in a family of Her father, an immigrant, was not a merchant or a lord.
He was a banker but worked as a radar systems engineer for the army. The U.S. Air Force, something her father had been telling her since... Learning to be thrifty is not about teaching saving money. [Song] I'm saving money in the piggy bank, but my dad always asks challenging questions. I always assume she thinks about technology and innovation.
New things are coming, and how will they change the world? It's about instilling the DNA of nerdiness and passion. Cutting-edge technology flows into their blood. She was like that from a young age, but the turning point was... The awkwardness turned into extreme stubbornness. Rising within the grounds of USC Southern California, when Ky chose to study economics and finance, she happened upon...
He became a devoted student of the renowned guru Arthur Laer, the father of theory. Supply Side economics and the originator of the famous Laer Curve theory. Influential extreme economics. In those days, they didn't just teach numbers. But he taught Casey about the world of finance. If you discover a theory that you wholeheartedly believe in...
Even if the whole world calls you crazy. No matter how unconventional your theory is, you have to... Don't stubbornly press the accelerator for your friend and don't do it again. Care [the song] and the criticism of the blend. The obsession with technology inherited from my father and... The extreme defiance from the teacher shaped him.
Let [the song] Casey become a human being who is ready to... Betting everything on the future. Casey's graduation didn't lead her to becoming a 57-year-old aunt who suddenly goes around banging on the bulletin board. She managed it herself, but she spent time cultivating her stubbornness. Trapped in the wolf pack of Wall Street for over 30 years, her exploits made her name.
She first gained recognition back in the 80s and 90s, when she was still an analyst. He was at Genison Associates back when cell phones were just bones. Large, heavy devices designed for wealthy individuals to carry around. It's all about showing off wealth, to the point that investors across Wall Street say mobile phones are just toys for the rich.
It will never become a major market product. But Aunt Casey was the only one who stubbornly insisted. You cowards, just you wait and see what happens in the future. The cordless phone will be in his pants pocket. She decided to invest her money in every human being on earth. Capital is being used to acquire shares in the telecommunications sector.
Blindly and without thinking, she guessed the [song] correctly, hit the jackpot, and the stocks in this sector soared. The huge profits propelled her to stardom. The rapid rise of All Street: immediate success. That time, it created ego and belief. It's deeply ingrained in her mind that I am the one.
Looking to the future, and the market itself is the fool. Due to her outstanding performance, in 2001 the giant investment firm Alliance BN Steen invested heavily to bring her in as their CIO (Chief Executive Officer). Investing in and managing the Global C Magic fund, which has billions of dollars, but in the world of...
Invest when you think no one can bring you down. And that's when the mercy of... The market will shatter your confidence because in 2008 the hamburger crisis exploded. The global stock market crashed, devastating Aunt KT's fund, which focuses on high-growth stocks and... The technology sector has been hit hard, causing portfolios to plummet into the red.
Her performance declined alarmingly to the point that... At the very end, the eyes of the senior executives and... The board of directors didn't see Kate as a rising star. It's no longer amazing; they see her as a... Managing funds that are too risky and stubborn. They go and become uncontrollable; they don't listen to anyone's instructions.
No matter how cutting-edge her ideas are, The board of directors will be keeping an eye on her and putting pressure on her. [Song] Always a wary gaze, a feeling of discomfort... Accumulated over 30 years is about to become... A ticking time bomb waiting to explode [the song] that will... Her patience snapped as time passed into 2014, while other 57-year-old salaried workers were counting down the days until their paychecks arrived.
I'm saving up for retirement and preparing to spend time with my grandchildren, but... Aunt Kewood returned, carrying a stack of documents. Stubbornly storming into the Alliance BNE boardroom, she approached the members... The manager applied a formula and presented a groundbreaking idea. It was the most significant thing of that era, that the world was about to change us.
An ETF should be established that focuses on investments exclusively in... World-changing innovations like AI, robotics, and biotechnology... The senior board of directors of Wall Street looked at each other and... They laughed at her, they saw the idea as something else. This old woman's ideas are delusional and risky.
That was excessive because, in that era, most funds focused on Play SAF, buying value stocks or those based on... No one is crazy enough to risk a huge amount of money on the market index. Throw away the futuristic technology [of music]. Because no profit was visible in her project, it was rejected.
It fell without a care, which a normal person would probably accept. They bowed their heads, gritted their teeth, and endured the work to receive their monthly salary. The next million was quietly achieved, but not for the star pupil. They were instilled with stubbornness from a young age. Kate was nervous because her boss was a coward and didn't dare take any risks with her aunt.
Kate therefore chose to resign immediately; she left... Executive chairs are often discarded. With a huge salary, I also have a massive amount of savings. At the end of their lives, every pot of rice they cooked was put into practice to start a company. Managing a new fund called Arc Invest, named after the Ark of the Covenant in the Bible, during the initial [song] of the fund's establishment...
Nobody on Wall Street cares about her. They just see her as some old hag who is... Lost in the process, investment funds were hardly flowing in. Auntie had to grit her teeth and dip into her savings. I personally came to pay the office rent and other expenses. He's giving his employees allowances every month to keep the company afloat.
If that continues for a full 3 years, the savings will be... The company is about to go bankrupt, rumors and gossip are circulating. The mocking laughter from the old dinosaurs in the company. The old Wall Street camera started gaining popularity, but at a time when the Ark Fund was on the verge of collapse, Everyone thought Aunt Kate would have to give up and pack her things.
Returning home, I discovered that the world was in crisis. The [song] disease outbreak was the largest in The history of humankind, which it has become. It is a catalyst that transforms human lives. This down-on-her-luck woman became a prophet of Wall Street overnight in 2020, while the world was facing death from the pandemic.
COVID-19 related [song] 199 shopping malls were shut down. Airlines are ordered to shut down and cease their traditional business operations. Ruined, but amidst the ruin of everyone. The world has become the wind beneath the wings that carries the flock. Aunt Kay's dying capital is about to skyrocket.
Rising to the top of the food chain on War Street because everyone was confined to their homes. The only thing that sustains human life. What we get is technology and technology stocks. The future that the dinosaur board of directors used to criticize. That's nonsense, and it's a stock that makes Auntie grit her teeth.
Buy them up and hold onto them while nobody wants them now. It became gold that people all over the world were scrambling to buy. Stocks of online meeting apps like Zoom, stocks of telemedicine apps like Tel., and stocks of [unclear/informative] companies like [unclear/informative]. The disease has become a super-growth stock, but the company...
The turning point was the most important. It 's my number one favorite, like tsla, TipKy stock. I've been constantly criticized for being blind to buy it at that price. tSLA soared through the atmosphere as if... The rocket that never runs out of fuel, your ARK fund, which once lured away resources, is now delivering insane returns.
They made a profit of over 150% within a single year. From investors worldwide fleeing for their lives. Old stocks flooded into ARK Invest, pushing its asset value past $60 billion overnight. A down-on-her-luck old lady on Wall Street, once ridiculed, has been elevated to the status of... The prophets of media innovation in every school must swallow it up.
They're spreading their own negativity and making headlines praising her as a female version of Warren Buffett. The most immediate and terrifying thing is success. This time, the [song] created a cult. It grew in enormous size thanks to retail investors. Gen Z teens who love speeding on the Robin Hood app...
Even moths around the world offer their bodies [in song] as a tribute. She gave her life to the point that no matter what her aunt said... Which junk stock is he going to point his finger at, or is he going to exit? No matter how biased the analysis is, [the song] is still popular among fans. I'm ready to take my life savings and press the buy button.
In a way that is done blindly and without thinking. It's a headache, but the harsh reality of the financial world is the job. Every relationship, no matter how close it is, must come to an end, because... As we enter the end of 2021, the world that was once full of... With free money from the government, they have to face the consequences.
Against the evil demon called inflation, because day by day. Then, out of the blue, the Federal Reserve decided to pull the plug. Turn off the party with an announcement. This is the brutal interest rate system that Russia uses. The Fed's actions killed Auntie K's fund completely. It's immediate because you need to understand first that...
Innovative, world-changing stocks in my aunt's portfolio. Big names are stocks that dream of a distant future, but the world... The truth is, these companies are not yet profitable. Moreover, they suffered huge losses while interest rates were still low. Borrowing money to burn through it in order to create growth.
[Song] might be possible, but the borrowing costs would be too high. They were ridiculously expensive, these companies were bankrupt, so Wall Street investors unanimously decided to drive down the price. The sell-off button for these stocks was used without hesitation, disregarding the ARKK fund, which had previously soared like a rocket and was now starting to decline.
The real drama is when someone plunges into a ravine. It's not about the stock market falling, because it's about... Aunt Kay's ego is at odds with the rhythm of the storm [song]. A scathing attack on a top-tier fund manager. Others will quickly cut their losses, accepting some of the damages. To preserve the investors' principal, but Auntie...
Kie is someone with an extreme level of self-confidence. The universe and being instilled with stubbornness since childhood. But as a child, she chose to go against the grain and do something different. The most dangerous thing in the financial world is stubbornly buying on dips and averaging down. "Is the zoom failing?
Grandma's going to tell you to buy a new one." Is the stock price plummeting, Auntie? Are you pouring money in to average down your stock holdings? Even though the Rogun was completely still like a graveyard, Auntie still felt dizzy. Auntie Kee confidently bought and kept the item, then posted it on social media.
It's the market that's wrong and is panicking. You're panicking unnecessarily; these stocks are currently being revalued. [Song] The price is too low, this is our golden opportunity. You have to buy the dip, but you're risking getting stabbed with your bare hands. What was falling from Auntie's head in the end was nothing but...
His hands were covered in blood because the more Auntie Ki pulled out money, the worse it got. The more you buy peanuts on average, the more the stock price will rise. Dig a grave as deep as that [song] resulted in... The result was a historical catastrophe. Your ARK fund plummeted 70-80% from its peak, losing money to retail investors, especially younger investors.
A speed enthusiast who has saved his entire life's money to entrust to others. The essence left with the prophet vanished into thin air in tens of thousands. Millions of dollars from a prophet of innovation and... Warren Buffett is the female version today, according to the media. And netizens have all come up with a new nickname for him.
She said the queen who led investors to their deaths on mountaintops. But if you think being stuck with Zoom shares at a high price is a mistake... Your worst mistake was... Get ready to witness even more dark humor because... Auntie K did something that contradicted her nickname. The prophet of his own innovations ultimately failed to make the right decision.
The biggest parade of the decade in 2023 [song] when the world entered the era of the full-blown Generative AI Revolution, an era where GPT is dominating the world and the companies that produce it. Artificial intelligence chips from companies like Nvidia are becoming... The new god of Wall Street, Nvidia stock, [song] rocketed up 100%, 200%, 300%, creating new millionaires [song].
The lights turned red almost every minute, but at the moment when the largest AI-powered train procession of the decade was in motion. As it passed by, you thought the prophet of innovation... What were we doing? The answer is, before the AI craze exploded, Aunt Ky decided to casually sell off her Nvidia shares and even gave them to...
The media interview was excellent, with the explanation being, "Oh, Nvidia stock is currently too expensive; the market is..." We're expecting too much from it; what profit are we trying to make? It's better to leave now, since those who have previously criticized the forum have spoken out. They're managing like dinosaurs, telling people to buy the future.
But she ended up selling the company that created it. The real future was thrown away like that, the pain. The pain isn't over yet, because of the questions that followed. So, it turns out that K took the enormous amount of cash he received. What did [the song] do with the profits from selling Nvidia shares?
The answer was that my aunt took that money and turned it back. I went to average down my purchases of my favorite stocks, Zoom ROu and UIPAD, which are currently sitting stagnant in price. It 's a graveyard, and there's no sign of resurrection. That's when people started making fun of her, saying she was a prostitute.
Rocket stocks to buy fossil fuels; this AI crash [song] made Wall Street stock experts rub their eyes in disbelief. The big question is, what exactly happened to Auntie K? Having foresight and profound vision. Or is it really true that his sky-high profits during the COVID-19 pandemic in 2020 were just the work of a lucky person?
It was a coincidence that we bought Tesco at the right time, which led to... Nowadays, my aunt's name has simply become a commonly used name. In the investment world, there's a love-hate relationship at times. The same is true, even today, her fund... Still stuck on the mountain (referring to being stuck with losses), but Aunt Kate is still being incredibly ruthless.
Tech stocks that change the world are constantly being seen, but... We have to be fair to her. Because I'm not the type of person who shops haphazardly. Each one that Auntie is currently hitting is... They are all fundamentally sound stocks, which if... Are we deciding the winner or loser today or this year?
Auntie K will probably never escape the accusations of being a "Queen of the Mountains" or a " Clown of Wall Street," but if we step back and look at it... Let's look at the bigger picture and try to think logically from this woman's perspective. Take a closer look, and we might discover what Auntie Ki is saying.
What we're playing might not be a short game that measures performance. The results are only quarterly, but it's a long game. It's a different decade because all this time has passed, Auntie. Kate Wutthi always says that her Arc Invest fund has a Time Horizon, or expected timeframe. She's aiming for profit within 5-10 years and doesn't care about...
Will the Fed keep interest rates unchanged or raise them tomorrow? It will go up because in the long run, world-changing technology will. It's experiencing exponential growth and will disrupt other businesses. The old style was completely discarded, and many people laughed. Some people mocked her for selling her Nvidia stock and buying into seemingly dead stocks like Zoom RO or UIPH, but Aunt Ky had a point.
Hidden within her incredibly profound perspective, she views Nvidia as a shovel seller during the AI gold rush, a time when the price is now ridiculously exorbitant. The near future will bring the biggest and most sustainable profit. The ultimate winner will not be the one who creates it. The hardware will belong to the company.
Software that puts AI into practical use and has a database. Vast amounts of user data, which is essentially stock ownership. The port where she is [singing] is buying up peanuts. On average, Auntie Kee believes wholeheartedly that... The stocks she's holding today are currently in a phase... A temporary bubble burst, just like the [song] Amazon on y.com and when an economic storm hits.
When the macroeconomic climate calms down, these stocks will surge back. Becoming a world superpower in the 2030s: Aunt Kay's story is another example of this world. An investment that represents the relationship between the terms... A genius who predates the term "stubborn." The mistake is that these two words only contain a line.
There is a thin layer called the intermediate time. That's because, in the end, Aunt Kay will be the prophet. Will these investors become life-changing riches in the next 5 years, or are they just lucky people whose time is up? Only time will tell. What do you think? Auntie K's long game is finally over. Victory or utter destruction, Ja.
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