We continue building our portfolios by going through the remainder of ARKK's investment holdings. We share our thoughts on each company, putting them in either our Buy, Watch or Pass lists.
Recorded Date: Sunday, July 18, 2021
Time Stamps
- 00:00:40: News of the Week
- 00:05:57: Our ARKK Portfolio Status
- 00:10:10: ARKK Companies
Highlights
- RIP Biz Markie
- Blend's recent IPO
- Fedex is investing $100M into Delhivery
- The shorts are coming for ARKK
- Michael is bullish on CRISPR companies
- Johnny is bearish on Biotech companies
- Johnny has $13 on Jack Dorsey's firms - he better deliver!
- Recently IPO'd companies could be good deals
