저자: CathieWood · 외국인
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Cathie Wood가 2022~2023년 테슬라 주식을 반복 매수한 사실과 그 배경을 설명하며, 자율주행 택시·라이드헤일링 사업과 전기차 가격 인하로 테슬라 시장이 확대될 것이라 주장한다. 2026년 주가 500달러(분할 조정 기준) 전망을 제시하고 있으나, 영상은 ARK 펀드 수익률 부진과 투자 성과 하락 역시 함께 언급한다.
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let's talk about the queen of disruption and the Forefront of innovation in the investment World Kathy Wood with a track record of successfully betting on gamechanging companies Woods investment in Tesla is one that's been making headlines and turning heads in the financial world as the CEO of Arc invest would have shown a Keen Eye for identifying companies that are not just breaking new ground are also poised for exponential growth her bound Tesla the electric vehicle and clean energy leader is a testament to her Forward Thinking and Unapologetic approach to investing despite economic uncertainty Cathy is doubling down and increasing her purchase of Tesla shares all of us Tesla Bulls can learn from her courageous spirit in times like these Underwoods leadership Ark invest has become known for its bold moves in cuttingedge investment Theses with Tesla wood has found a company that embodies the spirit of innovation and change that she looks for in her Investments so buckle up folks as we take a closer look at Kathy Woods investment in Tesla and what it means for the future of finance and Technology but before we go there smash the like button and subscribe while 2022 was undoubtedly a challenging year for Tesla stock Arc Investment Management CEO Kathy Wood remained a Tesla bull by repeatedly purchasing shares wood has shown optimism about Tesla's long-term Outlook by purchasing shares multiple times over the past several months in October alone wood stacked up on Tesla shares twice after Tesla reported missing delivery in early October she bought over 132,000 Tesla shares this followed Tesla's Q3 report in mid October where she sold another 66,1 190 Wood portfolio manager at ARK invest said the firm's three ETFs recognized the buying opportunity in Tesla shares following the automaker ups and downs on Wall Street in the second week of November arc's Innovation ETF purchased 27594 shares but arc's NextGen internet and autonomous Tech and Robotics EGF gained 2,99 and 9,173 shares respectively once again in the middle of December Arin vest snapped up 74,8 162 of the electric vehicle maker shares across three of her exchange traded funds with a total purchase value of approximately $1.7 million arc's acquisition of Tesla consisted of 61537 shares for the arc Innovation fund 10,066 shares for the arc autonomous technology and Robotics ETF RQ and 3,259 shares for the ark Next Generation internet ETF after Zoom Communications and exact Sciences Tesla is arc's third largest asset despite musk's recent acquisition of Twitter in a $44 billion take private deal investors worries about musk's focused shifting away from Tesla have intensified Woods buying frenzy however continued while CEO Elon Musk encouraged employees to look past the stock plunge wood invested another $2 million in the first few days of 2023 capy wood spent over $2 million buying 17,9 60 shares of Tesla with an estimated value of over $2 million according to daily transaction data Woods Flagship Arc Innovation ETF purchased 145,000 shares of Tesla for $15.7 million while arc's autonomous Tech technology and Robotics ETF acquired an additional 31,000 shares for $3.4 million Wood's purchase of 90 million in Tesla stock just days into 2023 followed by the sale of $4.7 million in viia shares by Arc Innovations ETF raised eyebrows as of June 6 2022 viia stock had lost 42% over the previous year due to a recession in the semiconductor industry on the same day Arc funds bought 58,000 44 shares in bdia for a total of $6.6 million would sped up Tesla's purchases significantly in just one week and the company's stock price drop on January 13th did not deter her she continued her purchasing binge in arc's Flagship exchange traded fund according to benzinga Pro Data Arc Innovation ETF purchased 168,00 80 shares of tesl at a value of $ 20.68 million on Friday over the course of the week Tesla stock gained 8.26% suggesting that the firm purchased Tesla stock every day except for Monday Woods Flagship Arc Innovation e of ranks Tesla third after video Communication Company zoom and Semiconductor Company Intel even yet ZM and exact Sciences the cancer screen technology provider over the past year Woods tech stocks have fallen so her investment performance hasn't exactly wilded the investment Community Arc Innovation ETF has dropped by 61 1% in the past year and 79% from its February 2021 High the 5-year annualized return of Arc Innovation was - 3.3% as of January 6 compared to the positive return of 9.2 in the S and p500 the fund's performance also doesn't come close to the Target for an annualized return over 15% over 5 years nevertheless Arc Innovation poor profits may be beginning to scare off investors ETF monitoring firm verify reports a net outflow of $447 million from the $5.9 billion fund over the past month but the fund has seen a net inflow of $1.17 billion over the past year so many investors continue to hold on to Wood despike her lackluster returns Arc Innovation increased by 153% in 2020 thanks en llarge Park to our amazing 2019 the investment world now views wood as something of a rockar as well the technology sector has been one of the poorest performing sectors in the stock market this year which is a stark contrast to its huge gains throughout 2020 and 2021 not even the most prolific media personality can explain these Concepts in a way that inexperienced investors can understand Kathy would a tech investor escaped the Carnage and even though Arc investment Management's Flagship Arc Innovation ETF dropped by 57% in value over the past year Arc remains positive on Tesla Woods belief that Tesla would reach 10 is explained in an email update to investors wood explains that by having the price of an electric vehicle Tesla has increased its addressable Market by a factor of 10 according to Wood there are a lot of Innovations in the Auto industry that put the traditional Auto industry and by extension traditional automakers at a competitive disadvantage wood mentioned Tesla's autonomous taxi platform in her book dangerous Innovation as the largest automaker in the world Tesla is now at the top of its field in the middle of December Investment Banking firm Goldman Sachs maintained its buy rating and voiced bullishness on Tesla shares for the long run indicating that the company's fortunes were expected to improve even further long-term delivery is something that Arc like Goldman is optimistic about they cited easing Supply chains to put Tesla at the Forefront of being able to drive down costs and pricing to assist with bringing electric automobiles to mass Market yafu Finance quoted Elon musk's CFO as saying elon's primary role at Tesla right now is moving it towards an autonomous taxi platform which I think will happen in 2024 but I think he thinks will happen next year musk is as focused as ever on the fact that Tesla and the EV sector in general are entering a new phase and the company is positioning itself to continue to Lead the Way Forward even if Financial returns in the coming years may not match prior results with so many projects currently underway you may want to consider whether or not now is a good time to buy Tesla a longtime supporter of Tesla and its future Innovations Kathy Wood remains more optimistic than ever about the stock recently over the course of a few days even without factory and driverless vehicles or ride hailing Services Arkin vest led by Kathy Wood predicted Tesla shares would reach $500 by 2026 arcs analyst Tasha Keen that the prediction is adjusted for the three for one stock split that became effective in August 2022 which adds context to the 2026 pre-split price Target of $4,600 per share the company announced this in the middle of April 2022 Keeny remarked that the company was stitching autonomous vehicles and rid sharing Services into their valuation model company analysts predict that over the next 5 years these two elements will account for roughly 60% of Tesla's worth she also mentioned that the projected value of $500 per share is a Hopping four times rise over the Stock's present valuation if you like this video give it a thumbs up and and also to see more content like this smash the like button subscribe and I'll see you on the next video
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