On this week’s Compounded podcast, we’re joined by Sam Korus and Nicholas Grous, Associate Portfolio Managers at ARK Invest, to discuss the outlook for Tesla, Roku, and Zoom, the top 3 holdings within their flagship ARK Innovation ETF (ARKK).
In our conversation, we talk about how Tesla is navigating tough competition from General Motors and other rivals, and ARK’s take on BYD and their China EV strategy. We explore why Roku is in a much better spot than Netflix and touch on Zoom’s AI opportunity. Lastly, Sam and Nick give their take on the outlook for hybrid work going forward.
Disclaimer: Since this podcast episode deals with markets, companies, and investing, please note that nothing that is discussed can or should be viewed as financial advice. Any and all opinions expressed in the discussion are solely the personal opinions of the presenters, and must not be relied upon as the basis for financial decisions. Nothing in this podcast is meant to market any specific investment, or offer or recommend the purchase or sale of any specific security. All forms of investments carry risks, including the risk of losing all of the invested amount. Such activities may not be suitable for everyone. This podcast, or advertisement, has not been reviewed by the Monetary Authority of Singapore.