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Imagine you are investing in a company. One of those days when most people are still unsure about something. Will this business be successful? Profits may still be low, and share prices are highly volatile. And there are many more questions about the future, but... You believe in the company's technology, though.
This could change an entire industry. Yes, if you're right, you could get a huge return. But if you're wrong, your investment could decrease. It can be very difficult as well; this is the concept. This reflects the investment style of a woman named Catywood, founder of ARK Invest and manager of the ARK Innovation ETF, or ARK.
She is someone who believes in technology. New things are coming in and changing the world and investors. Seeing those changes before others. Other options may offer greater opportunities to generate returns. Conventional investment, but on the other hand, a different approach. This way of thinking always leads to her being questioned.
Does she really have such good vision of the future? Sometimes she was too optimistic and overestimated things. The risk is lower than it actually is. Welcome. Welcome to a platform that will transform difficult situations. It 's simple. Meet me, Duck, the investor. Today we will get to know investors.
Famous names like Aunt Cawood or Aunt Ky, whom you... Viewers may have heard of it before... Background, education, and career path on Wall Street; the beginnings of ARK Invest; the concepts behind investment; and much more. The advantages and disadvantages of her investment style. And most importantly, we will find out the answer to the question of investment.
A crazy Woodmock-style conversation with anyone and any ordinary investor. Is it necessary to invest in her, Caty Wood? Caroline Wood was born in 1955. She was the child of two parents. She is an Irish immigrant, and her father used to work in... He worked in the U.S. Air Force as an engineer. Designing radar systems is a related task.
Related to electronic technology. What's interesting is what Cal told me in the interview. She said her father took her to UCLA when she was about 10-12 years old to try out the program. She wrote the program using Forrend, a computer language commonly used at that time. She said that at the time, she herself wasn't interested.
She didn't do much programming, but her father woke up. She's embracing technology and wants her daughter to understand it. What might happen to the world in the future? It cannot be concluded that this event is... The direct reason that led her to become an athlete. Investing in technology, but this story...
It seems she has grasped the concept of... Technological changes begin at a young age. Shortly after, Y enrolled at the University of Southern California, or USC, and graduated with a degree. He graduated with a Bachelor's degree in Finance and Economics in 1981, receiving the highest honors. Another individual from the university who plays a role...
Her learning came from Arthur Lafor, the renowned economist who once taught her. During her university years, according to her history... She mentioned in an interview that what she was interested in wasn't... It's not just about memorizing economic theories, but it's about understanding them. Try to understand how the world works and How will the world change in the future?
Thinking in this way is important for investing. She later on, because instead of just looking at it as... How much revenue or profit does the company have today? She also tried to analyze the technology. What the company is developing may change the way people... People live their lives or change their business models in...
Whether it will happen in the future or not, we have to separate the issues. Try to differentiate between your interest in technology and your passion. The ability to invest because of the perception that... Just because a technology has potential doesn't mean it has potential. That we can always predict correctly that...
Which company will win, or what will the stock price be, today? Is this a suitable investment? This is... The issues will become clearer when we look at them. This is her career path after graduation. Jane began her investment career at Capital Group in Los Angeles before moving to work as a Jenison Associate in 1980, where she worked for approximately 18 years.
A multi-faceted role as an economist and... Analyzing stocks held by portfolio managers and investors. She continued her investment management career in 1998, co- founding the investment management firm Tupello Management and working there until 2001. After that, she joined Alliance BNE, another management firm.
Packed with large amounts of terminology, especially towards the end of the work. There, she held the position of Chief Executive Officer. The Global Thematic Strategies investment team oversees investment strategies. The company has over $5 billion in assets under management, according to its disclosed history.
Spread the word about what's important, what hasn't just become a topic of interest. When she founded ARK Invest, she had experience in the investment industry. She has received the scholarship for decades, throughout the time she has been working. Start focusing on companies that might be categorized.
The type is in the traditional industry, even though... The company is changing because of this technology. One thing she mentioned was routers. In the past, it was viewed as a database business. And while information dissemination plays a role, it also has a related function. This involves the rapid transmission of financial information.
Let's start with the point that I'm just interested in: sometimes... The market may not yet understand what a company is doing. What will it become in the future, according to analysts? They might still be viewing the company through an industry framework. Originally, this was the starting point of the idea that...
That means investors may need to look beyond the company's overall image. Currently, studies are being conducted on what new technologies are emerging. What opportunities are created by investing in...? There are companies that others don't yet understand, such as... Opportunities and risks, as the market may assess.
The company's potential might be too low, or in another way. Conversely, investors have a lot of confidence in the company. Going too far can lead to overestimating the future. Similarly, Cat ultimately decided to leave Alliance BNE and founded ARK Invest in 2014 to create an investment company that provides...
The focus on innovation that could change the world, especially ARK, started from a rather unusual idea. Unlike portfolio allocation based on... The industry name ARK is an acronym for Active Research Knowledge, reflecting the company's approach to work, which includes: Actively manage investments and conduct research.
Through openness and knowledge sharing in order to... Understanding the technology and business opportunities, ARK's core philosophy is that some innovations don't. Only one company was changed, but it might have an impact. This can impact multiple industries simultaneously, for example. For example, artificial intelligence (AI) is not just about software companies, but...
It may also have an impact on the medical system and the production of robots. Many other types of financial and business vehicles, such as: The same battery technology and storage system. Energy storage is not solely the responsibility of manufacturers. Batteries may also have an impact on electric vehicles.
Energy systems and related infrastructure. This is related to ARK's goal of growth. Long-term investment focusing on companies that... This is related to disruptive innovation, or innovation that changes the way things are done. Working in the world of innovation here does not mean... This includes technology companies alone, but also...
To companies that develop products or services: Scientific advances that may lead to... The traditional business model has changed significantly. Importantly, ARK focuses on several key areas, such as: 1. Artificial intelligence and systems. 1. Intelligent computers 2. Automobiles and automated transportation systems 3.
Medical technology 4. Genetic analysis and precision medicine. 5. Financial technology and digital wallets. 6. Robotic energy storage systems. And other technologies that may change. In the long term, it is important for the industry that ARK does not hold shares in every company involved. In terms of technology, investment teams will choose companies that they see as promising.
It has potential according to the fund's analytical approach. Furthermore, ARK is not a fund that accepts... The insurance guarantees that the risk will be diversified equally. The entire stock market is concentrated in investment. I 'm in a company that's involved with the concept. Specialized investments and fund values may fluctuate.
It fluctuates more than the overall stock market, so if we buy ARK, what we're investing in isn't just... Technology stocks are like putting money in a corner. From the perspective of fund managers and analysis teams: What types of innovation will grow, and which companies will? Innovation can be turned into a business.
That's what makes Crawwood successful. We can't overlook the outstanding performance of the AR RKK in 2020. That year, the ARK Innovation ETF delivered approximately 150% returns, while the SNP 500 index yielded around 16%, according to data reported by NPR in 2022. The difference in performance during that period is significant.
That made Carrie Wood one of the production managers. A highly watched investment, related to stocks. Related to working from home and digital services. And technology has grown remarkably during the COVID-19 pandemic, which has changed our way of life. For the people of that time, the perspective emphasized was...
Companies that may benefit from the change. The technological transformation appears to have been achieved. The market has proven that this is what investors should do. Learning from this event isn't just about how high ARK's returns were in the past; we also need to... I understand that there will be good returns at some point.
This doesn't mean the fund will perform well. Consistently, in all market conditions, when... Market conditions have changed, and the factors that previously helped to drive growth have shifted. Pushing up the stock price could also turn into a source of pressure. For example, when interest rates rise, stocks...
Growth with high expected profits in... The future may face valuation pressure because of investors. Investors need to adjust their assessment of future profits. What should it be worth today, even more than that? Those are companies that have not yet made a profit or have financial results. Instability may have a greater impact.
Companies with strong cash flow. And here's another side of the Care investing approach at Wood, because when we choose to invest... With companies that are expected to have high growth in the future. We have to accept the possibility that the market will adjust. You can also lower your expectations drastically.
Is Kud really that good at predicting the future? That's the question. The most important part of this, if we only look at... Wood, in a sense, was a trying investor. Look for opportunities before the majority of the market gives them a chance. It's important to her; she's not waiting for everyone to agree.
Invest first, but try to study and understand... What technologies might change the world, and which companies? There is an opportunity to benefit from the change. That approach has advantages because the stock market tends to... It provides value to the company based on expected results. Future business scenarios if a company grows rapidly.
The stock price may adjust more than the market anticipates. It can rise significantly, but the problem is forecasting. The future is difficult even for experts. Even a thorough study of a company can lead to mistakes. Acquiring seemingly promising technology can take time. Development taking longer than expected may result in higher costs.
We anticipate that competitors may develop better products. Or perhaps the company may not be able to change the situation. Technological advancements can be turned into profit. It is important to note that even if a company is successful, But what if investors buy shares at an excessively high price?
The return on investment might not be as good as expected. Therefore, we need to break down the question into two parts. The first is the technology the company is currently using. Does the company truly have potential for development, and secondly, does the current share price already reflect much of that potential?
How many people answered the first question correctly? This doesn't mean we'll answer question number 2 correctly as well; this is an important lesson. For investors who prefer growth stocks because... Sometimes we can see the future of a business. But they misjudged the fair value of the stock. Another thing you might overlook is confidence.
In investing, Catywood has a reputation for... Express a clear position to the company and... The technology she trusts, which helps her. It is possible to invest with a long-term perspective even when the market is... I disagree with some parts, however. It will only be beneficial when it comes together.
With a review of the data and an assessment of the It's risky if our beliefs lead us to refuse to accept it. Whether it's new information or a refusal to adjust one's perspective, As the assumptions change, so does confidence. This could become a weakness, and we don't need to... They judged that Kenny was too optimistic.
Or perhaps, based on just one year of performance, it's still being considered. That her investment approach aligns with her goals. How much of it is ours, and how much risk are we willing to take? Is this a realistic conclusion? Simply put, this approach has several strengths, starting with... It means focusing on long-term change.
Instead of focusing solely on past performance, Or, in the current situation, point 2 is that studying cross-industry innovation enables... The analysis is not limited to the company framework. The original plan and option 3 involve investing in companies that... There is high growth potential if those companies are successful.
While success and actual business growth may be possible... It offers attractive returns in the long term, but it also has weaknesses. Equally important is the high level of uncertainty. Because innovative companies may still have an impact. Profits are inconsistent or may require a significant amount of money.
Much of its investment is in research and development, but the second risk is the stock price risk due to market expectations of growth. Tall people tend to be more sensitive to change. Regarding expectations and interest rates, point 3 is concentration risk when the portfolio is concentrated. Companies involved in innovation and...
Many high-growth locations may be affected by... The same factor, such as market conditions, dislikes stocks. Growth or valuation of technology stocks. They decreased simultaneously, and the last point is the risk. This was a wrong prediction because, even though we believed that... One technology might change the world, but it's not yet ready.
We can guarantee that the company we choose will be reliable. To be a winner in that market, these things are not necessary. This means that Catty Wood's style of investing is... Things we shouldn't do, but which means we must. Understand the nature of this strategy clearly before implementing it. Use it with your own money, as a form of investment.
Who it's suitable for doesn't depend on us. How much do you believe in technology? It depends on the long-term investment goals. Time and the ability to take risks are also important. The first group that might be suitable for this approach is the downward trend. Capital with a long investment period can receive returns.
Volatility is high, and it's understandable that stock prices may fall. It can be severe without necessarily meaning it. Regardless of whether the company fails immediately, Having a long investment horizon doesn't necessarily mean... There's a risk of loss if the chosen business fails. It can grow as expected or at the purchase price.
Too high a price; holding shares for a long period of time isn't advisable. The second group, guaranteed to generate profits, consists of investors seeking increased opportunities from the company. Innovative elements are incorporated into the portfolio, but they are not required. All the money hinges on a single approach.
This group utilizes innovation-focused funds. Being part of a portfolio might be an option. It helps increase growth opportunities while still having assets. Or other types of funds could form the base of the portfolio. But there is no single number that represents the ideal proportion. It's applicable to everyone; abilities must be considered.
In accepting risks and business situations. Everyone has their own money, and some people might not find it suitable. This approach is for those who need to invest money in... Before long, those who cannot accept the lack will suffer. High-level temporary funding is available to or those who... The primary requirement is principal stability.
This money is for essential expenses. Emergency reserves or financial goals. In the next few years, the money will be invested in... Highly volatile funds may be at risk of... This aligns with the objectives, therefore, the investment. The best approach isn't to choose a fund that offers the best chance of success.
The highest return is not always the most important, but rather... Choose the risks that we can accept and have a chance of success. It really helps us reach our goals, just at Wood. This is an example of an investor who chooses to walk on foot. This path is different from her usual investment strategy.
Focus on innovations that may change things. Transform the world and try to look for opportunities before the market. Most people acknowledge the potential of these companies. Her journey shows that investment... There's no need to focus only on what happened. It depends on how well you can study the changes.
It could happen in the future, however. Seeing an opportunity doesn't mean we will. Predicting the future accurately is not always possible, and investing in... Exciting technology doesn't get received. It guarantees that the stock price will increase. We learned from Cawood, so we shouldn't just have that knowledge.
Dare to think differently, but it must include understanding. In risk assessment and acceptance. We acknowledge that our predictions can be wrong. If you are a growth investor, believe me. In terms of innovation and the ability to withstand high volatility, funds like ARK might be of interest to you.
You can study more, but only if you value it. With stability, diversification, and risk management. Plan your finances without relying on guesswork. If you anticipate too much of the future, you don't need to invest. The capital is funded according to this approach because of the investment's objective.
It's not about making our portfolio look like that of an investor. Famous investment firms are great, but the key is to build a suitable portfolio. For myself, I'd like to leave you with one question: If today you believe that a particular technology will... How confident are you that the company will change the world?
You choose to be the winner and the price you are paying. Is the price worth the risk? Because good investment doesn't come from mere observation. Optimism alone is not the only factor, but it arises from... See both the opportunities and the risks, then make a decision. Make sure to gather all the information carefully before you leave.
If you, the viewers, have benefited from this, please don't... Don't forget to like, follow, and turn on notifications! Yes, I will keep you updated with new information every... Today, and if you, the viewers, want to know about stocks... Or if you have any other ideas, feel free to comment below the video.
You can take this, and I'll break down the difficult parts later. Let's keep things simple and meet up. Next episode, please.
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