Wall Street Wildlife Investing Podcast

In this week’s episode, Luke and Albert reveal the first half of their model portfolio for 2021, covering the megatrends of e-commerce, fintech, medtech and entertainment. They also answer a listener question about one of the best problems to have as an investor - what to do when one of your stocks grows to become an oversized position within your portfolio! ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at https://twitter.com/LukeTelescope https://twitter.com/AlbertTelescope

In today's podcast, Luke and Albert begin the design of a new model portfolio for 2021, containing the companies that they believe will achieve market-beating returns this year and beyond. In this kick-off episode, they consider the megatrends that are likely to shape the world around us for the years ahead, and decide what proportion of the portfolio they would like to devote to each of them. ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at https://twitter.com/LukeTelescope https://twitter.com/AlbertTelescope

At Telescope Investing, we believe that the journey to building wealth and financial independence is actually pretty straight-forward. It’s really not much more complicated than finding good quality companies, that are operating in growth areas, and investing in them for a long time. Last July we created a ‘model portfolio’, our best ideas for new investment at that time. In the five months since inception, it’s generated a 40% return. Over the same period, the S&P 500 has returned 16.5%. In the first episode of the new year, we review the model portfolio in-depth, and to try to understand why it’s done so well. We walk through the stocks we included, explain why we chose them, but more importantly we discuss the principles that guided us as we designed the portfolio. The year-end position for the model portfolio is detailed at the Telescope Investing website: https://telescopeinvesting.com/podcast-20-2020-model-portfolio-review/ ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at https://twitter.com/LukeTelescope https://twitter.com/AlbertTelescope

We all make mistakes, and some mistakes hit your wallet as well as your pride. For the last episode of the year on the Telescope Podcast, Luke and Albert invite you to chuckle at their expense as they talk about some of their biggest financial mistakes, not only in investing but also in life. One of us blew his investment returns on luxuries way too early, ham-stringing long-term growth One of us thought he was a trading genius, buying low and selling high in penny stocks, but managed to realise the error of his ways before losing his shirt One of us saw his investment in Twitter drop, so he had the smart idea of doubling-down, only to see it drop further. Since it worked so well the first time, he doubled down again… One of us missed out on a 12X return on Apple because he wasn’t able to buy the stock one time, and he still hasn’t invested! One of us spent €500K on overseas property without doing any due diligence, lured by the promise of a quick profit (DYODD!) One of us was surrounded by stuff he didn’t need, wondering why he didn't have more money to invest, until he discovered minimalism In this week's episode, we also take a look at a company suggested by one of our listeners, Quantafuel, a company tackling the huge problem of plastic waste in an innovative way. Is this the next growth sector in the fight against climate change and environmental harm? ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at https://twitter.com/LukeTelescope https://twitter.com/AlbertTelescope

The stock market in 2020 has been one of extremes, with a market crash triggered by a pandemic at the start of the year, followed by one of the fastest market recoveries in history. Many stock markets around the world are seeing all-time highs, most notably in the US. In this week’s episode, Luke and Albert take a look back at a few of the trades they made in 2020 that, for whatever reason, have been the most significant for them. With a market capitalisation approaching $800B, Facebook has become a behemoth, but does have too much influence in our lives? With businesses in gaming, online shopping, e-payments and now digital banking, was Sea a good stock to buy during the market crash? Telemedicine has been one of the big winners of 2020, and Teladoc has been a key beneficiary of this trend, but how much would you invest now? Stock markets are surging, pushing valuations of many companies to all-time highs. Is Chipotle Mexican Grill now too expensive to justify its future growth potential? With many people working and shopping from home, StitchFix has prospered with its online curated clothing business, but is it doing enough to retain its customers? We did a deep dive into Fiverr in one of our earlier podcasts, but did the intel we found on this fast-growing platform connecting employers to freelancers impress us enough to invest ourselves? ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at https://twitter.com/LukeTelescope https://twitter.com/AlbertTelescope

Luke and Albert use this week’s episode to share some of the resources they use to find new investment trends and opportunities, and track and manage their investments. The following resources are mentioned on the show. Books https://www.goodreads.com/book/show/25465101-a-wealth-of-common-sense https://www.goodreads.com/book/show/41881472-the-psychology-of-money https://www.goodreads.com/book/show/1202.Freakonomics https://www.goodreads.com/book/show/70420.The_Undercover_Economist https://www.goodreads.com/book/show/38820046-21-lessons-for-the-21st-century https://www.goodreads.com/book/show/11468377-thinking-fast-and-slow Websites https://www.fool.com/ https://www.collaborativefund.com/blog/ https://softwarestackinvesting.com/ https://www.morningbrew.com/ https://hypercharts.co/ https://stockrow.com/ https://www.statista.com/ Twitter https://twitter.com/TMFStoffel https://twitter.com/BrianFeroldi https://twitter.com/morganhousel https://twitter.com/TMFJMo Podcasts https://snacks.robinhood.com/ https://slate.com/podcasts/slate-money https://www.npr.org/podcasts/510289/planet-money/ https://linktr.ee/allinpodcast ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at https://twitter.com/LukeTelescope https://twitter.com/AlbertTelescope

Advances in food technology are allowing us to feed a growing population more efficiently and sustainably, and one innovation that has appeared in recent years is plant-based meat. In this week’s episode, Luke & Albert talk about the tailwinds behind the growth in the plant-based meat industry, and look at two companies leading the movement: Beyond Meat and Green Monday. ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at https://twitter.com/LukeTelescope https://twitter.com/AlbertTelescope

Last week, we invited listeners to suggest a company that could be a 100-bagger of the future for us to discuss on the podcast. Out of all the suggestions, one stood out with its vision, scope, and growth potential, and that company is Kahoot! On this week's episode, we take a deep-dive into Kahoot!, looking at what they do, how they began, and where the company could go from here - is Kahoot! a potential 100-bagger of the future? We would like to thank one of our listeners, Jens, for this fantastic investment idea. A copy of Chris Mayer's book is on its way to Denmark to thank him for his winning 100-bagger suggestion! ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at https://twitter.com/LukeTelescope https://twitter.com/AlbertTelescope

If you'd invested $1,000 in Amazon at its IPO in 1997, your shares would now be worth over $2,000,000. Investing in the right companies can result in life-changing returns, but how do you find those companies? In this week’s episode, Luke & Albert take a look at Christopher Mayer’s book, '100 Baggers', and discuss some of the core principles of finding extreme growth companies You can buy Chris' book here: Amazon UK Amazon US We're also doing a book giveaway in the episode, listen to the end to find out how to win. You can email us at feedback@telescopeinvesting.com. ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at https://twitter.com/LukeTelescope https://twitter.com/AlbertTelescope

News about vaccines for COVID-19 is coming out thick and fast, and we could have the global pandemic in our rearview mirror before too long. In this week’s episode, Luke & Albert talk about how the vaccines could affect markets and follow up with a discussion on the megatrend of biomedicine. Recent advances in genetics such as CRISPR have the potential to deliver amazing new treatments for many incurable conditions, and the guys discuss some of the companies working on these life-changing therapies and consider whether they're worth investment ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at https://twitter.com/LukeTelescope https://twitter.com/AlbertTelescope