Timing and Disruption in Innovation

This chapter explores the role of timing and cost declines in disruptive innovation, focusing on how price changes and patent expirations shape competition. It also discusses the evolving influence of Bitcoin in finance and the challenges of value investing in current markets.

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On today's show, we have Cathie Wood from Ark Invest. Ark’s ETFs are fascinating and have been outperforming the market by a wide margin over the last year. For example, Ark’s Innovation ETF returned over 170% in the last year and it is now actively managing over $50 billion dollars.

IN THIS EPISODE, YOU'LL LEARN:

How innovation is often not priced into the market
How Wrights Law can help determine future returns
The 5 main areas of disruption that ARK is focused on and much much more

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Ark-Invest ETFs: Ark Invest
Wright’s Law: Wright’s Law
Stig: Twitter | LinkedIn
Trey: Twitter | LinkedIn

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