The Collapse of Cathie Wood's Process

In this video, we'll give your our thoughts on Cathie Wood & ARKK (Ark Innovation ETF), as well as why value investing can be a lonely road in the midst of hype and "disruption" (EVs, meme stocks, crypto, etc.)

Join the community of like-minded investors:
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[PaulTurnerr]

You guys convinced me of the stupidity of owning ARKK when it was “going to the moon” I finally sold at a nice profit when it was around $135 a share.
EM didn’t save me from one bad investment but helped change my mindset on investing.

I was also unaware of how much stress investing gave me until I got out of all my hype stocks and gained a better understanding of value.
So thanks Paul, Mo, and uncle Seth!

[soup]

Cathie is a salesperson - not an investor. She still makes her 0.75% fee whether or not the funds perform. And there are still idi0ts out there who are "buying the dip". This will not end well.

[randomname]

Cathie is just every new investor, buy high sell low, hype it up.

[TomasVarnik]

Great talk as usual! One little thing, please lower your outro music volume just a bit, it's waay louder than your voice, it makes us skip a heartbeat 😊

[roberttables]

To be fair: The $4000 price target of Tesla was before the 5:1 stock split so actually her price target was correct

[hennessyblack]

I’m gonna remember this! You are going on record buddy!

[francescobroggini]

Jim Cramer's endorsment = brace for impact 😁

[harrydymond]

For the most part, I think you are correct about Cathie Wood. However, it intrigues me that you keep on picking on Tesla as your "go-to" example of how wrong she is, when she has picked other companies that are *way* more over-valued than Tesla, such as Roku, Peloton, Teladoc, Docusign, and Zoom.

In fact, the $4k Tesla price target that you are mocking her for, was from before the 5:1 and 3:1 stock splits, and equates to a target of $800 before the 3:1 split and $266 as of today, 27th Aug. 2022. So, Tesla did in fact rocket way beyond that $4k target. Given the sheer number of her picks that are just laughably wrong, you should focus on one of those instead of Tesla.

[doctorhorton]

Collapse of Cathie Wood’s process. 🤪 that’s assuming she had a process on picking stocks to begin with.
Being disruptive is not a process, and any company could be explained that way

[zoomervalueinvestor]

Absolutely no excuse for an ACTIVELY MANAGED fund to -73% from all time high. You can't chop it up any other way other than you actively managed and did it to yourself. ARK needs to take a hard look at its risk management and maybe rewrite some things about the fund prospectus. I Wish Cathie and ARK the best

[paulhone]

Just out of interest what are your returns like over the last five years compared to hers?

[tockpro]

1 of the reasons I love your videos Paul is because of your honesty! "Jim Cramer is a moron", TRUE! Cathie Woods is "A terrible stock picker", Also True!!!! Keep up the great work my friend !!!!

[rafaelpolo]

Cathy states these tsla price targets because she’s aware of the massive potential that tsla has. What TSLA is doing, no other company is doing at scale in regards FSD and Energy storage. Taking risks is what its all about.

[shaneh]

What is your fair price for tesla stock right now?

[tradingismid]

I have been waiting for a very very long time.

[salomondary]

Do the ETF - 8 Pillars. I would go on long term investment, starting with 500$ and adding 250$ each semester

[Spazza]

"TELSA TO 4$K!!" - Do people actually believe that an electric car company is worth $4 trillion when it's profit margin isn't even 15%? People are insane and it proves most people don't have a clue what they're doing during a bull market.

[undergroundstreets]

Could you make a comparison between Tesla and Volkswagen or Daimler ?

[davidbest]

Hr past performance has made hr feel invisible. Hr over confidence is now hr weakness..

[abdullahalbusaidi]

I invested heavy in Cathy woods now I am down 40% on my largest holding but it is too late I have to wait and watch I like your videos but I also think she is smart and the market as a whole is not doing well anyway so it is hard to tell