$Portillo’s Inc. (PTLO.US)$
When trust is there, she is bouncing back slowly, will warren let you down?need to judge yourself $Berkshire Hathaway-A (BRK.A.US)$  $Berkshire Hathaway-B (BRK.B.US)$  $Warren Buffett Portfolio (LIST2999.US)$

$OCBC Bank (O39.SG)$ A good time to buy @ 11.05

$Etsy Inc (ETSY.US)$ $Shopify (SHOP.US)$ $Pinterest (PINS.US)$ ETSY is one of the most overpriced stocks in the mkt.  It's currently trading 16% above the avg. target price.  The share price trades at nearly 100x earnings.  It's 7x more expensive than AMZN.  What if there's a recession?

Cathie Wood — known for her innovation ETFs that garnered billions in inflows during the pandemic — said Ark Invest is internally testing a fund that takes the strategy a step further by simultaneously betting against major stocks in the benchmarks that are being disrupted.
"We're testing out a portfolio but it's really Ark on steroids," Wood told CNBC's "Squawk Box" on Wednesday. Wood said she wants to test the strategy on Ark's employees and did not say when the fund would be made available to retail investors.
"We think the benchmarks are where the big risks are long-term because they are filling up with value-traps, those companies that have done very well historically but are going to be disintermediated and disrupted by the massive amount of innovation that's taking place."
- Wood added.
$ARK Innovation ETF (ARKK.US)$, the flagship fund of Ark investment, is down15%while the $S&P 500 Index (.SPX.US)$ is up 25% this year.
"In five years, the world will look nothing like it does today and we're invested in all the disruptors, the winners, that are going to disrupt the traditional world order."
- Wood said.
$Tesla (TSLA.US)$is Ark Innovation's top holding, with other names like $Coinbase (COIN.US)$, $Teladoc Health (TDOC.US)$, $Unity Software (U.US)$, $Roku Inc (ROKU.US)$and $Zoom Video Communications (ZM.US)$.
To put numbers to Wood's theory, she said that innovation is currently priced in the public global market place at roughly between $10 and $15 trillion. In ten years, disruptive innovation will be about $200 trillion of that market capitalization.
"It will go from a little bit more than 10% of global equity market caps to what we believe could be more than half. That's how much disruption is evolving thanks to DNA sequencing, robotics, energy storage, artificial intelligence and blockchain technology.”
- Wood added.
What do you think about Cathie Wood's recent trading? Will you invest in ARKK if Cathie Wood starts using the new strategy?
Source: CNBC

$SEAMLESS GREEN (08150.HK)$ 👍

$Twitter (Delisted) (TWTR.US)$ gonna up or down tonight any thoughts on this one?

The U.S.-listed ETF industry added just shy of a net $20 billion in new assets between Oct. 29 and Nov. 4, as the leading equity indexes continue to break new highs.
The decline from last week' s $26 billion in inflows was primarily due to flows into U.S. equity funds falling by approximately $8 billion, and was partially offset by an additional $1 billion coming into international equity ETFs.
- according to ETF.com data provider FactSet.
The Federal Reserve signaled the winding down of its pandemic-era program of buying $120 billion per month in corporate bonds and mortgage-backed securities well in advance of the announcement after its meeting this week, andmarkets were unfazed.
The broad market funds continued to dominate inflows on the week, with the $SPDR S&P 500 ETF (SPY.US)$leading, with $3.6 billion added. Following behind were the $iShares Core S&P 500 ETF (IVV.US)$, the $Vanguard Total Stock Market ETF (VTI.US)$, the $Vanguard Total Stock Market ETF (VTI.US)$, and the $Vanguard S&P 500 ETF (VOO.US)$.
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The $Spdr S&P Dividend Etf (SDY.US)$had most outflows, with $1 billion redemtions. Following behind were the $Ishares Iboxx $ High Yield Corporate Bond Etf (HYG.US)$, the $ProShares UltraPro QQQ ETF (TQQQ.US)$, the $Ishares Russell 1000 Etf (IWB.US)$, and the $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$.
Source: ETF.com

Hypothetical: what is the economic consequence of Pinterest being acquired or merged with Target or Etsy?
$Pinterest (PINS.US)$ $Target (TGT.US)$ $Etsy Inc (ETSY.US)$
It's clear at this point to Pinterest investors that the direction Pinterest is going is toward making the platform more shoppable. The foundation of the company is remarkably good:
70-80% women demographics
engine built around ideas and planning
advertising engine driven off intent-based search, big winner in iOS advertising changes
growing internationally to counterbalance US fluctuations in use
dominates Google due to a superior SEO system and effectively being a super charged Google Images app
seeking to merge
As a customer, I'm a huge fan of Pinterest. It's closer to my assistant than Google Assistant is on my pixel. It offloads tasks I don't want to do like organize a grocery list or thinking of a healthy meal to cook at home. I even follow some creators to buy or plan food or outfit bundles.

I've been away for a while due to school. The upcoming earnings week looks good for retailers! I'm interested in $Foot Locker (FL.US)$ and $Dick's Sporting Goods (DKS.US)$ (v sus I know hehehe)
1) I paperhanded $Applied Materials (AMAT.US)$ last week when I heard all the inflation talk oops ..... but I bought right back in the next day! $Applied Materials (AMAT.US)$
2) $Vanguard Total Stock Market ETF (VTI.US)$ is a great ETF to DCA into every month so yeboi be playing it safe!
Order
3) Wanted to buy $GoPro (GPRO.US)$ too as their fundamentals are solid and have great outlook! But my order didn't get filled totally not sobbing over the potential gains
Order