Cathie Wood’s Insane Zoom Prediction (My Reaction)

laatste update: 08-2022


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30 gedachten over “Cathie Wood’s Insane Zoom Prediction (My Reaction)”

  1. man I'd love to see you do this as a recurring segment if possible and then revisit your estimates in 2027.

  2. I think the key information that's missing here is why they think the company will grow at such a high rate. Without that information, we're just looking at history to predict the future and that's at best a simplistic projection.

    Take Tesla for example. Cathie was laughed out of the room when she put a $4,000 price target in 2018. However, her analysis proved to be right given consumers' rapid shift towards EVs and Tesla following through with their execution due to great management, resulting in the stock hitting that target.

    1. How good is Zoom's management? So far, they seem to be executing well as you've talked about.
    2. How good is their tech compared to their competitors? Sure, Teams is competition but does Microsoft plan on investing as many resources into the product given that they have a huge portfolio compared to Zoom's tiny portfolio of products?

    I'm assuming Ark doesn't make predictions in a vacuum and given how frequently they interview founders and engineers from the companies they invest in, I believe they have a clearer view of the tech and why it will beat competition. Obviously, time will only tell if they're right.

    One point about the compensation structure you were talking about – 0.75% is fairly common for actively managed funds. Unlike passive funds that just track an index, actively managed ones need to do research and trade positions, so it's pretty fair to charge fees in that range.

  3. I have used almost every video conferencing software and Teams is by far the best… Nobody that I know professionally takes Zoom seriously. I work in electrical engineering btw.

  4. Cathies best investment going forward is finding a non extradition country to flee to and live off the the money she scalped from millennials.

  5. I have ONE question. who the hell is Cathie Wood? I'm 76 and have been investing since the 1970's and I follow your dividend channel. The reason I ask about Cathie Wood is she is on Yahoo all the time. I believe she pays Yahoo because up until about a year ago I never saw her. There are thousands upon thousands of money managers in the U.S. (I am not one of them) what makes her so special? By the way I worked in a factory and outside construction. I'm retired now LOL

  6. FTX is ridiculous with their marketing. They are now doing fortune cookies. My fortune was crypto related and then big bold letters on the back FTX

  7. Mr. Joseph Carlson: You are misinformed about how hedge funds compensation structures work. You say Cathy Wood charges a 0.75% management fee and that most hedge funds only charge a fee when they outperform a benchmark. I have worked in the industry for over 20 years and your statement is false. Most hedge funds get paid on what is called 2 and 20. They charge a 2% management fee and a further 20% performance fee on profits generated above the minimum. So they are both emphasized to increase AUM plus maximize profits. Hedge Funds therefore charge way MORE than an ETF like ARK does.

  8. The stock market has been a really tough one this past year, but I watched an interview on CNBC where the anchor kept mentioning " TERESA JENSEN WHITE ". This prompted me to get in touch with her, and from March 2022 till now we have been working together, and I can now boast of $540,000 in my trading portfolio.

  9. Zoom users are diffrent than zoom customers. For what it's worth dr. Offices rehab and mental health clinics use it for group meetings. The people hosting the zoom calls are customers the others are just users.

  10. The best investment one can do right now is investing on Forex trading though stocks are good but ever since I swapped to Forex, I've seen so much difference

  11. Cathie's Arkk was making money when she was just following WSB stock picks, its clear she's completely lost right now, there really isnt anything bullish on zoom, quite the contrary.

  12. Microsoft teams is now beating up on Zoom in the real world use. Zoom doesn't do anything that competition does. Zoom won't be here in 10 years. Cathie has nothing behind what she says. She's actually a bad stock picker. Not agreeing is called denial. Revenue doesn't equate to a company valued above Zooms level. Exponential guessing 34 for nothing. Bigger selloff to come

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