This Is How the World Ended up with a Shortage of Semiconductors
The world is facing a chip shortage. Numerous companies, including the auto sector, are facing an inability to get semiconductors, hampering their ability to manufacture their goods and generate sales...
22 Helmi 202145min
A Value Manager on How Most Value Managers Are Getting It All Wrong
As you might have heard, so-called value investing has not had a good run. At least from a quantitative standpoint, strategies that aim to buy low-valued stocks (based on metrics such as price-to-earn...
18 Helmi 20211h 1min
How Boring Food and Beverage Companies Turn into Huge Stock Winners Year after Year
During the worst of the pandemic, people loaded up on staples from their grocery store. Shelf-stable food items, beverages, canned tuna, canned soup, chips... all that kind of stuff. But the big food ...
17 Helmi 202146min
How Monster Beverage Shares Soared a Monster 100,000% in the Last 20 Years
When you think about the big winners in the stock market over the past couple of decades, you might think about Amazon or Apple or some other tech winner. Or maybe, if you've listened to Odd Lots befo...
15 Helmi 202152min
ARK's Head of Research on How They Find the Next Huge Winner
In a world dominated by passive investing on one end and retail YOLO traders on the other, there aren't many star fund managers these days. There's one big exception though. Cathie Wood, the head of t...
11 Helmi 20211h 10min
Mike Novogratz's Vision for Rebuilding Finance with Crypto
Bitcoin, and crypto more broadly, have been on a huge tear lately. Then, with the chaos surrounding GameStop, there's been more discussion about whether financial markets could be rebuilt in a fairer ...
8 Helmi 202154min
Goldman's Jeff Currie on the Silver Squeeze and the Coming Boom in Commodities
It's been a weird several days in the market. What started with a short squeeze in GameStop, driven by Reddit traders, somehow morphed into a huge surge in demand for silver. Whether it started on Wal...
4 Helmi 202145min
Benn Eifert Explains How Retail Trading Is Rocking Markets like Never Before
We know that retail activity, much of it on Robinhood, has been surging since last spring once the lockdowns began. But just how big of an impact is it really having? Is it going to be limited to just...
3 Helmi 202144min
