Wall Street Wildlife Investing Podcast

On this week’s pod, we discuss the megatrend of an ageing population and some of the investing opportunities (and risks) this trend creates in society. The average human life expectancy has increased by 10 years since 2000 to almost 73 - modern medical technology, pharmaceuticals, and standards of care mean we’re all living longer healthier lives. At the same time, birth rates are declining. If th...

Just over a year ago, when the coronavirus pandemic was beginning, we both started investing journals, to capture our thoughts about life, and the investment opportunities presented by the rapidly changing environment. Initially, our diaries were intended to stop us from making rash investment decisions during a time of mass panic and high uncertainty, but these personal reflections have since evo...

On this week’s pod, we take a look at another hypergrowth investment opportunity, the US pet insurance company, Trupanion. Trupanion is North America’s largest publicly traded provider of pet insurance. It has focused exclusively on pets during its two-decade operating history, and currently insures over 940,000 cats and dogs in the United States, Canada, Australia, and Puerto Rico (an increase of...

It’s an unwritten rule that at some point every finance podcast needs to release an episode on the power of compound interest. Well this week, it’s Telescope Investing’s turn! "Money makes money. And the money that money makes, makes money" - Benjamin Franklin Successful investing really just boils down to just two things - picking good quality companies and holding them for a long-time. Time is t...

Square was founded in 2009, when glass-blower Jim McKelvey found he was unable to complete a sale because he couldn't accept credit cards. He discussed the problem with his friend Jack Dorsey, and they co-founded Square, initially selling a cost-effective mobile phone accessory that allowed small businesses to accept credit card payments. This has since expanded to over 30 products and services fo...

Have you become numb from seeing wave after wave of red days in your portfolio? Are you unsure whether it’s the right time to buy or to sell as you’re buffeted by the market? Then maybe it’s time for some stock therapy! After a fantastic start to the year, our model portfolio has turned south, along with the majority of high-growth stocks as investors run to the 'safe haven' of value stocks. In th...

Unity Software is best known for its game engine, which was used for over 50% of all video games in 2020. But Unity is also used to create over 60% of all VR/AR applications, and is starting to expand into other industries such as automotive, architecture, manufacturing, film, and retail. It’s not just about Pokemon Go! In this week’s pod, we take a deep dive into Unity, and have a fantastic discu...

At Telescope Investing, we believe that individual investors have an advantage over the professionals - they don't have to answer to anyone but themselves, and can more easily invest for the long-term without the need to 'beat their benchmark' every quarter or year. Thinking long-term helps minimise excessive trading, which often results in lower returns, whether it's from trading fees, buy-sell s...

Communication is a core function of almost every app, from ordering a pizza, hailing a ride, to booking a doctor’s appointment. This week, we deep dive into one of the leading providers of this core functionality, Twilio. Twilio is one of the stocks in our model portfolio for 2021 and we discuss why we think it is a strong company with room to grow. Also, Luke muses on his dreams of a space econom...

We get some fantastic stock suggestions from our listeners and one that has popped up several times is a gaming company called Gravity . Gaming is not a sector we follow closely, so we’re pleased to have Zippy Capital ( @zippy_capital ) on this week’s podcast to share his insights about this fast-growing publisher of mobile games. Gravity is a South Korean gaming company, and are publishers of gam...

It can be exciting to invest in new innovations and it's easy to get carried away with the next big thing. Gartner hype cycles illustrate the typical pattern of new innovation over time, from inception to the peak of inflated expectations, down into the trough of disillusionment, and hopefully up the slope of the enlightenment to the plateau of productivity as the innovation matures. In this week’...

It’s been a rocky start of the year for the stock market, especially for growth stocks. Back in January, we picked a portfolio of 15 stocks covering eight megatrends as our core stock investments for 2021. In this week’s episode, we check in with the model portfolio and see how our picks have performed in the first quarter, but more importantly, how the businesses have fared and whether or not the...

This week we take a deep-dive into another potential hypergrowth stock-pick, Nano-X. This was a fun episode to record, and we both changed our minds twice about whether it was a smart buy or just tantamount to setting our money on fire, during the episode research! Nano-X Imaging promises to make medical imaging more accessible and more affordable for everyone. They have developed a new type of X-...

This week, we do a deep-dive into another stock in our model portfolio for 2021, Teladoc Health , a leader in telehealth and digital therapeutics. Teladoc’s mission is to create a virtual healthcare system to improve care and cut the cost of healthcare for all. They have grown revenues rapidly over the last three years, boosted in part by the global pandemic, but do they have what it takes to fend...

When investing in individual stocks, it helps if the companies that you choose align with your interests and your values. This week, Luke and Albert talk about some of the businesses that they prefer not to invest in, and the reasons why. With interest rates of up to 5,000%, it's hard to argue that payday lenders are not exploitative, and more recently, 'buy now, pay later' businesses are emerging...

This week, we begin our search for hypergrowth stocks, smallcap and microcap companies with the potential of delivering 10X returns or higher. We set out some thoughts on the criteria we'll use in this search, and deep-dive a new player in the megatrend of streaming entertainment, CuriosityStream , as a potential hypergrowth stock. CuriosityStream is an online video streaming service specialising...

With mobile devices, connected homes, connected vehicles, the internet of things, and 5G networks, our demand for data is growing rapidly year-over-year, requiring ever-increasing speed, reliability and security. In this week's Pod, we put two fast-growing content delivery networks, Cloudflare and Fastly , head-to-head to decide which one is the better investment right now. Cloudflare and Fastly a...

In response to a listener question, this week we discuss investing in Hong Kong and Asia. Albert shares his approach to finding and researching local stocks as a non-native speaker, and highlights some of the key megatrends that driving his Asia investments. We also review a number of Hong Kong and China companies, as Luke begins to plan his own investments in the region. The Hong Kong stock marke...

This week, we take a step back and look at how we manage our own stock portfolios, distilling out the principles that have allowed us to achieve market-beating returns over the long-term. We believe it boils down to three primary skills - your ability to manage your temperament, your ability to manage your portfolio as a whole, and finally your ability to choose good quality companies. Managing yo...

Superbowl Sunday has some of the most coveted ad spaces in the business, with 30-second slots commanding over $5M each. But what if advertisers could target their spend, and viewers at home could see different adverts depending on their interests? In this week’s episode, Luke & Albert talk about programmatic advertising, and deep dive into a fast-growing player in this space, Magnite . The los...

Short-selling and options trading have been in the news over the past few weeks, with stories of everyday investors making fortunes, but what do these terms mean, and should we be doing this ourselves? In this week’s episode, Luke and Albert talk about some alternative investments, and the potential calamitous damage they could pose to the life savings of an unprepared investor. They also have a c...

This week, Luke and Albert complete their model portfolio for 2021 with the final eight stocks, announcing their picks for the megatrends of biotech, digital transformation, flexible workforce and multichannel marketing. The model portfolio contains the stocks that they will be invested in over the coming year, so it's time to put the chips on the line! Biotechs like Editas are starting to realise...

In this week’s episode, Luke and Albert reveal the first half of their model portfolio for 2021, covering the megatrends of e-commerce, fintech, medtech and entertainment. They also answer a listener question about one of the best problems to have as an investor - what to do when one of your stocks grows to become an oversized position within your portfolio! ----- If you enjoyed this episode, plea...

In today's podcast, Luke and Albert begin the design of a new model portfolio for 2021, containing the companies that they believe will achieve market-beating returns this year and beyond. In this kick-off episode, they consider the megatrends that are likely to shape the world around us for the years ahead, and decide what proportion of the portfolio they would like to devote to each of them. ---...

At Telescope Investing, we believe that the journey to building wealth and financial independence is actually pretty straight-forward. It’s really not much more complicated than finding good quality companies, that are operating in growth areas, and investing in them for a long time. Last July we created a ‘model portfolio’, our best ideas for new investment at that time. In the five months since...