2min chapter

Odd Lots cover image

ARK's Head of Research on How They Find the Next Huge Winner

Odd Lots

CHAPTER

Investing in Technology Across a Long Term Time Horizon

i wonder a lot ininvesting is, what's the firm's collective background here? Does it come primarily from finance, or is there a lot of technological experts? And how do you build up the tec experts in order to be confident in your calls on what's going to work out in the long term? U, that actually leads right into the second inefficiency that i see us exploiting. Because all of these technologies are cross sector technologies, they actually can cut across the skis of traditional sector based analysts. A, you know, the auto analyst had been told for years and years and years by the tirone suppliers and by the automotive companies that electric vehicles were actually not a

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