Never missed a video you aired. Best content, learn a lot! I just want to say, even though i am not a member, but you are doing tremendous job! Thanks for everything you do!!
The Tesla spreadsheet was much better - key drivers that map to the company's metrics. This one was a bit rougher and seemed far too optimistic. These are the sort of estimates you'd expect from the company itself.
FOSS ("Free Open Source Software") doesn't always kill big SaaS, but it probably should in a number of cases. Free as in beer as well as free as in "don tase/hassle/upsell me brah" teleconferencing software should be a threat, if the suits can countenance their IT departments approving such. o/
@@Nanalyzedoes it matter what her price target for TDOC was? The fact it was her top position says enough. She does the same thing short sellers do: go on tv/media and spout bs to pump their holdings. It’s obvious.
LOL. Few care what Cathie Wood thinks or what ARK is doing anymore. I can’t imagine why she even gets airtime anymore. Who can take her or ARK seriously?
Her recent letter to investors really helped address some of the questions/concerns raised in our "Cathie Won" video which seemed rather timely. We could only hope that someday our content comes across Cathie's desk ;)
I don't see how predictions like this work in ARKs favor. If Zoom has even half of that kind of upside, there's no way I'd want an ETF to get exposure to it. The price appreciation would end up getting trimmed all the way up and 10x would end up getting cut in half as she rebalances (don't hold me to the algebra). This is part of why I've cooled on her funds. I wish her well but even if/when she's right, the nature of these stocks can make her a victim of her own success.
That's a really good point. Why not cherry pick Ark's most credible ideas and leave the ones that seem far fetched off the table? There is a lot to learn from ARK and their universe provides an interesting list of disruptive names for investors to peruse. Use the old Chinese menu approach without having to tip.
Now do Roku. At the tail end of the 'Rona, I was building a house while living in a forest without an internet connection and I could tell that Zoom and Roku were not about to conquer their respective markets (my ex-wife is a Romanian fortune teller)
You're very astute. You managed to marry your source of alpha, but that's a double-edged sword because now she is generating alpha elsewhere. Romania is a great place to look for a future ex wife. We looked at Roku a while back and decided to avoid the company: www.nanalyze.com/2022/10/roku-stock-os-smart-tvs/
not fair - this is an old prediction. has she said anything lately? I am confounded by Cathi- she was an Art Laffer acolyte so she's knows her way around Keynesworld. But lost her street cred with her insane price target on TSLA to get on CNBC. PLUS, she has some weird Chinese friends and moved to Tampa Fla armpit of Fla.. That said, almost every conference call uses ZOOM. I like your numbers btw..
We don't pay much attention to where she lives or who she mingles with. :) This just goes to show that having a ton of resources and experience doesn't equate to alpha. Glad you're enjoying our content!
She was holding Zoom shares when this presentation was put together. Her trade alerts suggest she has been selling off Zoom, though it still commands a 1.8% share in her flagship ETF as of Friday. So can you please qualify your "completely dumped" statement?
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Wow, you've really been posting a lot of videos lately. I love it!
Just the usual three per week - Tue/Fri/Sun.
Never missed a video you aired. Best content, learn a lot! I just want to say, even though i am not a member, but you are doing tremendous job! Thanks for everything you do!!
You're very welcome, thank you for taking the time to share such positive feedback.
Betting on Zoom is betting against Microsoft. Historically that hasn't turned out well...
Crowdstrike is too. Along with GitHub and many other SaaS plays.
sony vs xbox, iphone vs microsoft/nokia, oracle vs IIS, google vs bing the list goes on, plenty have beaten microsoft
@brianwest7344 but it is not 1:1 fight...here you fight against entire productivity suit, microsoft efficiency through its cloud
Great analysis and perspective.
Thank you for the feedback!
The market must have read your newsletter on FAST... good one
Glad you liked the video!
Another no hype non BS analysis. Great work
Thank you for the kind words! We'll keep it up.
Thanks for producing these, I enjoyed the analysis! I did wonder why Ark bet on Zoom.
Glad you found this useful!
You're my hero!
Hero or zero
Fantastic upload! I wanna own MSFT... forever.
Thank you! MSFT is a really diversified company - covered here: ua-cam.com/video/VGUytXkbnYo/v-deo.html
This is the prediction that made me not take her seriously lol. We’ll see
The Tesla spreadsheet was much better - key drivers that map to the company's metrics. This one was a bit rougher and seemed far too optimistic. These are the sort of estimates you'd expect from the company itself.
Spot on!
Thank you for the feedback!
One of the analyst (Rosenblatt) has a theory that Zoom is the customer facing tool of choice, with Teams doing internal stuff.
Interesting. TeamViewer also seems external though for customer support.
FOSS ("Free Open Source Software") doesn't always kill big SaaS, but it probably should in a number of cases. Free as in beer as well as free as in "don tase/hassle/upsell me brah" teleconferencing software should be a threat, if the suits can countenance their IT departments approving such. o/
Good comment as usual, thank you!
Just like she thought teladoc will hit $1k-$3k! Now it’s trading under $10!
We don't see where she predicted TDOC would go to 1K. Please spell our the source since YT doesn't allow links.
@@Nanalyzedoes it matter what her price target for TDOC was? The fact it was her top position says enough. She does the same thing short sellers do: go on tv/media and spout bs to pump their holdings. It’s obvious.
@@out4fun580 Yes, not stating falsehoods kind of matters.
LOL. Few care what Cathie Wood thinks or what ARK is doing anymore. I can’t imagine why she even gets airtime anymore. Who can take her or ARK seriously?
You cared enough to comment. Plenty of people care which is why we produce these videos and they're among our most popular.
"These are people who shower before work." 🤣🤣
Deodorant sales must be down for Zoom users.
There are three types of people in this world - those who shower before work, those who shower after work, and those who don't have showers.
COVID clouded a lot of analysts' visions. Would be good for ARK to acknowledge where they've gone wrong in all their valuations
When they completely exit a position, that's a good time for a post mortem.
Think Mama Woods watched this video recently 😊
Her recent letter to investors really helped address some of the questions/concerns raised in our "Cathie Won" video which seemed rather timely. We could only hope that someday our content comes across Cathie's desk ;)
I don't see how predictions like this work in ARKs favor. If Zoom has even half of that kind of upside, there's no way I'd want an ETF to get exposure to it. The price appreciation would end up getting trimmed all the way up and 10x would end up getting cut in half as she rebalances (don't hold me to the algebra). This is part of why I've cooled on her funds. I wish her well but even if/when she's right, the nature of these stocks can make her a victim of her own success.
That's a really good point. Why not cherry pick Ark's most credible ideas and leave the ones that seem far fetched off the table? There is a lot to learn from ARK and their universe provides an interesting list of disruptive names for investors to peruse. Use the old Chinese menu approach without having to tip.
Cathie has been smoking that hopium
Every asset manager does. They put together a strategy and hope it generates alpha. 95% of the time it doesn't.
Now do Roku. At the tail end of the 'Rona, I was building a house while living in a forest without an internet connection and I could tell that Zoom and Roku were not about to conquer their respective markets (my ex-wife is a Romanian fortune teller)
You're very astute. You managed to marry your source of alpha, but that's a double-edged sword because now she is generating alpha elsewhere. Romania is a great place to look for a future ex wife. We looked at Roku a while back and decided to avoid the company: www.nanalyze.com/2022/10/roku-stock-os-smart-tvs/
not fair - this is an old prediction. has she said anything lately? I am confounded by Cathi- she was an Art Laffer acolyte so she's knows her way around Keynesworld. But lost her street cred with her insane price target on TSLA to get on CNBC.
PLUS, she has some weird Chinese friends and moved to Tampa Fla armpit of Fla.. That said, almost every conference call uses ZOOM. I like your numbers btw..
We don't pay much attention to where she lives or who she mingles with. :) This just goes to show that having a ton of resources and experience doesn't equate to alpha. Glad you're enjoying our content!
Classic bundling of apps and services from Microsoft and Apple will eventually kill Zoom although they might be bought like Skype.
Was thinking about that. A PE firm could acquire those 192,000 enterprise clients and then sell them adjacent offerings.
Good luck on that misguided prediction…Cathie has been so wrong so often how does anyone take her seriously
Thank you for that scathing rebuke
Cathie is deluded .. Lock her up ..
Oh boy
Zoom is in competition with Teams right? Thats s loss. Everyone is going to microsoft 365 where you get Teams...
Yes they are
A little late man she completely dumped zoom
She was holding Zoom shares when this presentation was put together. Her trade alerts suggest she has been selling off Zoom, though it still commands a 1.8% share in her flagship ETF as of Friday. So can you please qualify your "completely dumped" statement?
My mistake. She sold alot but still holds 110,000,000