Really smart people are sharing their protocols, processes, and perspectives – for free – with the public more and more. An “Information Renaissance” has begun, and listening to what they are saying, particularly when it goes against the common media narratives, is the very definition of an edge – provided you do the appropriate homework.
In The Know from Cathie Wood and the ARK Invest Teams
In this series she shares how they are thinking about the economy, dollar strength, commodities, growth vs. value vs. deep value companies, and about automotive markets – not just EVs, but some of the real challenges legacy auto manufacturers face. She’s been talking about this quite a bit the last year, and the data is proving her thesis out thus far.
Cathie has assembled a team of rockstars at ARK who have the sole focus on identifying transformative opportunities to invest in – with a five year time horizon. These names can be volatile in the short term, but the growth trajectories are strong and can take time for the market to recognize.