Wall Street Wildlife Investing Podcast

This week we’re taking a look at Airbnb, a well-known travel company that’s strongly positioned to benefit from the potential surge in international travel as the pandemic begins to ease and the world reopens. Companies mentioned in the discussion include ABNB, BKNG, EXPE, MAR, HLT. ----- If you enjoy this episode, please consider subscribing at https://telescopeinvesting.com/subscribe and followi...

This week we give consideration to the structure of our model portfolio for next year. These are the companies we believe will achieve market-beating returns in 2022 and beyond. In this portfolio structure episode, we consider the megatrends that are likely to shape the world around us for the years ahead and decide what proportion of the portfolio to devote to each of them. We're on track for a w...

Disney, a powerhouse in the entertainment industry, is known the world over. However, the coronavirus pandemic over the last two years has proven to be a difficult time for the company, with most theme parks and cruise lines shut down or running at reduced capacity, and theatrical releases hobbled by national lockdowns. The reduction in live sports has also impacted Disney's ESPN service. The silv...

This week we had the pleasure of connecting with healthtech expert investor Richard Chu ( @richard_chu97 ). Richard shares his thoughts on the healthtech sector, his key investments in this area including GoodRx ,   Doximity , and OptimizeRx , and also how he saw the writing on the wall for Teladoc Health and exited early, avoiding the share price slump that has hurt our own returns this year...

In the pod this week, we field some of the fantastic questions we’ve received recently from our listeners. We give our take on panic selling, investing during high inflation, using leverage, choosing between investment options and having diversification within your investment portfolio. And one of us takes the next step in their investing journey! Even God Couldn't Beat Dollar-Cost Averaging by Ni...

Marqeta's mission is to be the global standard for modern card issuing. They enable other companies to develop, launch and operate card products, by providing the underlying technology that powers many of the new innovations in the payment space, including digital payments, buy-now-pay-later (BNPL), digital wallets, and just-in-time (JIT) funding (automatically funding an account in real-time duri...

On this week's pod, we deep dive Digital Turbine, a mobile ad-tech innovator specialising in targeted app installation and programmatic advertising to mobile devices. Digital Turbine invented the market for app installation and have a patent on 'single-tap' app installation to Android devices, but the business model is controversial, and the company have been accused of pushing 'bloatware'. Revenu...

It’s not something that's usually covered in quarterly earnings reports, but company culture can have a big impact on employees, customers, business performance, and the company’s stock price. This week on the pod, we're joined by Renee Conklin, founder of RCHR Consulting, to talk about company culture - how to assess it, its impacts on business results, and what companies can do to attract and re...

This week we were delighted to connect with Simon Erickson , founder and CEO of 7investing , to chat about a topic that underpins both the 7investing and Telescope Investing strategy - investing in disruptive innovation. Simon shares his thoughts on finding and evaluating disruptive companies, why larger companies find disruptive innovation difficult, playing offence and defence in your portfolio,...

At Telescope Investing we focus on publicly-listed stocks, but investing in private companies is another option for investors seeking higher returns, and this is becoming increasingly accessible to retail investors through crowdfunding services. On this week’s pod, we're joined by award-winning entrepreneur and founder Prantik Mazumdar, to get his insights on private equity and venture capital inv...

It’s time for the Q3 review of our model portfolio, a collection of 15 stocks that we selected in January as our core investments for 2021. Following a nice recovery in Q2, the model portfolio was steadily making gains during the third quarter, but on the 22nd Sep the market started trending downwards and growth stocks were hit harder than the general market, and the model portfolio lost 15.1% in...

The Telescope Investing strategy is to ‘buy & hold’ - we seek to buy good companies and hold them for the long-term - but that doesn’t mean we never sell. This week on the pod we revisit our thoughts on when it might be the right time to sell a stock. You might want to sell for a personal reason: You need to raise cash It’s become too big a position in your portfolio The company’s mission no l...

We focus on stock investing at Telescope Investing, and a big part of that is psychology - having the right investing mindset and managing your emotions, as the markets, as they tend to do, take unexpected turns. Personal finance is as much personal as it is financial, and how we feel about money is influenced by the experiences we've lived and the stories we tell ourselves. These stories can have...

In this week’s pod, we dip into the mailbag to answer some listener questions on high valuation companies and diversification across asset classes. We also goggle at the madness of NFTs, and talk about when it’s the right vs wrong time to sell. The following companies are mentioned in this episode: TSLA, SFIX, BYND, NLFX, SHOP ----- If you enjoyed this episode, please consider subscribing at https...

Matterport ($MTTR) is the world’s leading spatial data company specializing in digitizing physical spaces. They make it easy to create digital models of the real world and to share those spaces anywhere. Virtual tours of homes are common on sites such as Zillow and Airbnb, but Matterport are also seeing increased take-up for use cases such as remote insurance assessments, warehouse and factory mon...

Unless you’ve needed surgery in the past few years, Intuitive Surgical may not be a familiar name, but they're the global leader in robotic surgery, and a pioneer in the field since 1995. Robotic surgery has been steadily improving over the last two decades and is becoming the gold standard for some types of surgeries. Adu Subramanian recently published a thorough deep dive into Intuitive Surgical...

Cloud communications, also known as Communications Platform as a Service (or CPaaS) allows businesses to communicate with their customers using channels such as voice, email, SMS, and instant messaging. This week we sit down with industry expert, Paul Ruppert , to discuss his insights on this complex market, and hear a few anecdotes from his 20-year career in C-level roles with leading global CPaa...

We started the Telescope Investing podcast exactly one year ago with no expectations, and along the way, we’ve connected with some awesome people and learnt a lot. This week, we’re joined by a few friends who have been with us on our podcasting journey, to celebrate our first year of the pod. Don’t expect much on investing wisdom, just fun and laughs as we kick back and talk about ourselves and ou...

The use of digital payments is expanding across the globe, but the transition to a digital financial system is still in its early stages. Fintech companies are receiving heavy investment, as agile companies find new ways to innovate in the payment space. In this week’s pod, we're delighted to be joined by Jonathan Rowland , founder and executive chairman of Mode , to give us an inside view on the...

Back in episode #12 of the podcast, we talked about investing for your children. At some point, your children will leave the nest and take control of their own finances, and we believe that financial education early in life is a big advantage in navigating the world of money and investing! This week on the podcast, we're joined by our good friend, Duniya, to talk about how parents can prepare thei...

This week, we deep dive another stock in our 2021 model portfolio, CrowdStrike. It seems that hacking is constantly in the news with disturbing reports of spyware infiltrating our devices and ransomware attacks against government agencies, corporations, and public services. CrowdStrike aims to protect these systems from hackers with an advanced cybersecurity platform powered by artificial intellig...

Bad advice is all around us, financial or otherwise, and it is sometimes difficult to separate the good advice from the bad. We asked our listeners about the bad financial advice they've heard or seen, and in the pod this week, we discuss some of the doozies we received. Some anecdotes are relatively trivial, but some are more serious with potentially ruinous consequences. We look at them from bot...

An early pioneer in advertising, John Wanamaker once said, “Half the money I spend on advertising is wasted; the trouble is, I don’t know which half.” In today’s world of digital and programmatic advertising, content is created at a rapid and growing pace, driven in large part by the exponential growth of social media and video, adding new dimensions to trust in the marketing world. Advertisers ar...

It’s time for the half-year review of our model portfolio, a collection of 15 stocks that we selected in January as our core investments for 2021. The sell-off in growth stocks earlier this year made for grim reading at the end of Q1, but many of these stocks have rebounded - ten of the stocks in the model portfolio are now up from our start date, with nine of them beating the market (S&P 500)...

The world is moving to the “anywhere economy” where workers have the option to do anything from anywhere, and a key capability enabling this megatrend is the use of digital agreements and e-signatures. This week, we deep dive into DocuSign. Already the global leader in e-signatures, DocuSign are expanding their capabilities to support the entire life cycle of a digital agreement with their 'Agreem...