TSLA
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Advanced Micro Devices
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$ARK Innovation ETF (ARKK.US)$ I like ark’s theory, but it’s...
$ARK Innovation ETF (ARKK.US)$ I like ark’s theory, but it’s too indiscriminate in practice. What anybody sees in $Zillow-C (Z.US)$, for example, is beyond me. Just because they’re doing something new behind a computer screen doesn’t mean they’re creating value.
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Amy carry : Same, I am not going to hate on her because she had tremendous success for a couple years, or close to it. I think she has a decent team and finds some good tickers. She couldn't effectively enter many of them with
Ponew Amy carry : I agree she has had her success. But from the articles I read she just seems like a typical investor I see on the internet, you know the whole "buy the dip crowd." That worked well over the last few years, but I don't see that working well in the long term.
Rollingling Ponew : She buys the spikes too lately. I can make no sense of her recent seemingly random trades. The size of the fund will be her demise if she doesn't get more large caps in it and it's not like they are cheap either. Probably needs a cash position. Otherwise when the bad week comes she is going to be forced to sell smaller cap stocks that are down 50%, and knock them down another 20% trying to lighten up. Probably should have closed the fund before it got ridiculously huge. She preaches five year hold but she is not going to be afforded that option when an extreme exodus happens
No-Bottle67 : ARKK and ARKG are like Thanksgiving turkeys. Ripe for slaughter. High beta money losing stocks are no longer being regarded as succulent.
DaRealBigPun : Happy Thanksgiving everyone!