저자: Luke · 외국인
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아크인베스트(캐시 우드) 최근 매수 상위 10개 종목을 소개하는 영상. 결론: 아크가 큰 비중을 둔 성장주(특히 테슬라·유전체·플랫폼)를 정리해 소개하며, 개별 종목 깊이 분석은 댓글 요청에 따른다는 입장. 아크 상위 종목 소개: 10위 프로토랩스(3D프린팅, 2020년 50% 이상 상승, 약 4.7억 달러 규모), 9위 렌딩트리(모기지 플랫폼, 신용위험 없이 중개), 8위 텔레닥헬스(원격진료, 2020년 130% 이상 상승, 백신 보급 후 2021년 성장은 둔화 예상하나 장기는 긍정), 7위 TWOU(교육기술 클라우드, 내부자 매수 언급), 6위 질로(부동산 플랫폼, 3월 저점 대비 5배 상승), 5위 크리스퍼(유전자 편집, 2020년 150% 상승), 4위 로쿠(스트리밍, 웰스파고 목표가 414달러 상향 언급), 3위 스퀘어(결제, 최근 조정 후 매수, 백신 보급 후 매출 회복 기대), 2위 NVTA(유전체, 원가 하락·수요 폭증으로 올해 흑자 전망), 1위 테슬라(아크 최대 보유, 향후 5년 여지 큼). 주요 리스크: 텔레닥은 단기 과열 우려, 질로·로쿠 등은 고평가 논란 가능성 언급. 출연자 전망: 장기 성장 긍정, 단기는 일부 종목 과열 경계. 개인적으로 질로·스퀘어 관련 개인 투자 성향을 밝힘.
다듬은 글
list well what is going on guys luke here today and i want to talk about the top 10 stocks from kathy wood and her team over at arkhan vest now i know some of you guys stalk arcs every mood just like kathy wood stalks all of my moves okay maybe not but the point is arc buys a ton of stocks but i'm going to give you their top 10.
so be mad at her and her team not me if you don't like the list as this is where they are putting their money and yes i do have a few surprises in store for you in this list i think you're really gonna like this list today and all i ask for in return is for you to gently tap that like button and subscribe if you haven't already now for those of you new to this channel i'm not going to spend forever on each stock to drag out this video to like 30 minutes to step it with a bunch of ads and a bunch of other crap like that so that right there is worth an early like at least to me but if you do want a deep dive on one of these stocks just comment down below with the stock you want me to deep dive on and the stock with the most comments will get a video maybe even the top two or three if there's a ton of votes so without further ado let's dive into number 10 on the list and that would be proto labs earth ticker symbol prlb proto labs is a 3d printing company that returned more than 50 percent in 2020.
the position is worth roughly 470 million dollars so they clearly have faith in this company despite many hedge funds actually shunning this 3d printing stock all together and i think the youtube community has picked another stock over this one as well with new dimensions being bought and talked about constantly on youtube and arc owns that one too but we will have to wait and see if new dimensions has overtaken proto labs on their list so number nine on this list would be lending tree earth ticker symbol tree t-r-e everyone has heard a lending tree right i mean you go online get your mortgage they do all the insurance and a bunch of other stuff like that interestingly enough they do not actually carry the mortgages on the balance sheet you know they pass them along which eliminates the credit risk for the product but kathy and her team believe lendingtree is and will continue to disrupt the mortgage business which anyone who has ever gotten a mortgage before can agree that this industry needs disruption badly it's seriously one of the most painful things you will do number eight on the list would be teledoc health or ticker symbol tdoc telemedicine offers a convenient lower cost alternative to medical office visits and may even help lower overall medical expenses as more and more people take advantage of you know preventative annual doctor's visits online are over the phone versus coming in obviously with the pandemic stocks like these soared and it makes perfect sense you cannot ask for a more perfect situation to see explosive growth with a company than the pandemic and the stock responded kindly as teledoc shares returned more than 130 percent in 2020.
i personally think this stock like many others who were pandemic winners has run out a bit too much so as the vaccine rollout continues i do not think you will see that kind of growth in 2021 long term though i do think this is where routine medicine is heading and arc believes they are the horse to bet on so number seven on the list would be tu or ticker symbol t-w-o-u all right i must admit up front i did not understand all the technical jargon that went on researching this company but to try to put it as simply as i can they are an education technology company providing front-end and back-end cloud-based services to universities so it's got one of the huge buzzwords that has been hot and investing this year you know cloud and add in the fact that they've been having solid beats on earnings calls so that is just a great combination insiders bought this thought crazy in 2019 when it's beaten down to 15 and arc invest added strongly this past year as well so clearly insiders and arc believe in this stock so number six on the list would be zillow or ticker symbol z if you've ever looked up houses for sale or rent in your area chances are you came across zillow zillow operates the leading u.s real estate site a mortgage marketplace and the zillow offers home buying business you know where they basically buy your home zillow has 5x from its march lows and has blown past their all-time highs months ago and it's just continued to run now i have physical real estate so i don't typically take on any exposure to real estate with my stocks so even if this stock was on a discount i still probably wouldn't be shopping but that's just due to my individual situation and where i'm at with my investments so the number five stock on this list would be crispr or ticker symbol crsp kathy wood says genomics is the biggest play moving forward and guess what their third largest position in rg fund and the third largest position in our k fund is crispr and it's another stock that's up over 150 for the year so it's another home run for arkhanvest gene editing is fascinating to me although my understanding is rudimentary at best actually it's probably worse than that but there's no doubt that there are some incredible breakthroughs that will come from this type of research and technology so art clearly feels this is one of the horses to bet on moving forward and have put their money towards it and number four on the list would be ruku or ticker symbol roku yet another stock up over 150 in 2020 and if you're looking at what the analysts are saying there's a lot more room to run wells fargo just upgraded the stock with a price target of 414 dollars which is up from their previous price target of 275 dollars they are buying up more content and still aggressively growing the business so they are making moves that may justify the higher price moves and per the usuals you've seen on this list arkan vest was all over this one a long time ago and i actually have a ruku tv and it works great their content didn't really interest me all that much when i skimmed through it but with rumors of them looking to acquire more content that could change and if they really get into and do well that could be another giant catalyst for the stock so the number three stock on this list would be square or tickle symbol sq ah square the stock that i had been wrong about forever so i finally got on the train it's had a nice recent 10 pullback so i did what i should have done six months ago and bought some shares i didn't want to be lumped into the same group of people as a lot of those people who missed amazon because they thought it was always overvalued so you wait and you're still waiting and you never end up picking up the stock and i love this stock i love what they are doing and the market they are disrupting is massive and with the vaccine rollout coming they can get the revenue generated from the point of sale hardware back to producing even close to what it was before the pandemic and the revenue growth is looking great by the end of 2021 so it looks like there's still more room for this stock to run and sometimes i'm just stupid and i should have bought it a long time ago so the number two stock on this list would be invitai or ticker symbol nvta i have no idea if i'm pronouncing that right or not english is my first language and i'm just not very good at it not to harp on it too much again but the future is genomics according to kathy and you know who am i to argue with her that's part of being a couple right you know just compromising so i'm practicing right now i'm just trying to be ahead of the game guys but this company is disrupting an industry that is you know disrupting an industry so that is clearly why arc owns so much of it with the cost dropping dramatically and demand exploding i believe they will be consistently profitable this year which will provide yet another huge catalyst for this stock to stay at the top of the list for arc and vest and at number one a completely new stock that arc just bought a massive amount of and that would be nicola no sorry so number one on the list would be tesla or ticker symbol t-s-l-a i don't think we need to go into much detail into tesla but we all know that this stock is the one that has pushed ark up the most and looking at ark's bowl case for tesla there is still plenty of room for it to run over the next five years so i think the stock will probably stay at number one for the foreseeable future i mean at least like the video if you like tesla stock and if you think somebody else is going to jump into number one comment down below and let me know what stock that is and also don't forget to comment if you want me to deep dive one of these stocks thanks you
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