The portfolio building continues as we move to ARKW, ARKX, and ARKQ investment funds. We share our thoughts on each company, putting them in either our Buy, Watch or Pass lists.
Recorded Date: Sunday, August 1, 2021
Time Stamps
- 00:00:25: News of the Week
- 00:07:29: Our Picks
- 00:34:44: Locking in the orders
Highlights
- The market has taken a tumble, driven mostly by Chinese regulations
- China is giving its Big Tech companies a public spanking
- Ads and E-commerce are growing sectors with plenty of opportunity
- Michael believes in Okta as Johnny believes in Roblox!
- Space and war go together
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