We start building our portfolios by going through ARKK's Top 10 investment holdings. We share our thoughts on each company, putting them in either our Buy, Watch or, Pass lists.
Recorded Date: Sunday, July 11, 2021
Time Stamps
- 00:00:21: News of the Week
- 00:06:53: ARKK Top 10
- 00:14:28: Our Picks
- 00:35:41: Locking in the orders
Highlights
- Rich people going to space and rich people going after rich people
- We won't say no to having Billionaire's problems and Trillion Dollar government's problems
- Michael believes in platforms, not products!
- We both believe in Shopify!
- Which of ARKK's top 10 will go up or down the most?
