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💀 RIP Moore's Law - ARK Invest Finds Winning Stocks by Using Wright's Law

Moore's Law isn't just dead, it's wrong.

In this video, I look at another fundamental law #ARKInvest uses to find disruptive technologies and pick innovative companies like #Tesla (#TSLA) way before Wall Street buys in. Tesla remains #ARK Invest's biggest holding by a large margin and there's no doubt that it follows Wright's Law, the focus of this video.

This context is important when we look at how ARK Invest navigates the markets as active fund managers and analyze their five thematic ETFs (#ARKK, ARKG, ARKW, ARKQ, ARKF), which are based on disruptive innovations that have hit "escape velocity" according to #CathieWood. This video answers exactly what that means.

ARK Invest's investment process is outlined here: https://ark-invest.com/investment-process/

ARK Invest features Wright's Law extensively in their research and publications:
https://ark-invest.com/wrights-law/
https://ark-invest.com/analyst-research/wrights-law-2/

This article by Gianluca Mancusi does an excellent job relating Moore's Law back to the S-shaped growth curves that most technologies follow as they advance and mature: https://www.gianlucamancusi.com/wordpress/2018/05/03/is-moores-law-accurate-enough/

You can learn more about Moore's Law here: https://www.computerhistory.org/siliconengine/moores-law-predicts-the-future-of-integrated-circuits/

ARK Invest's 5 actively managed ETFs are themed around 5 innovations that have hit a critical growth point according to Wright's Law (not Moore's Law):

ARK Invest Innovation ETF (ARKK) - https://ark-funds.com/arkk
ARK Invest Autonomous Technology & Robotics ETF (ARKQ) - https://ark-funds.com/arkq
ARK Invest Next Generation Internet ETF (ARKW) - https://ark-funds.com/arkw
ARK Invest Fintech Innovation ETF (ARKF) - https://ark-funds.com/fintech-etf
ARK Invest Genomic Revolution ETF (ARKG) - https://ark-funds.com/arkg

Of these, ARKG is ARK Invest's BEST performing ETF, even though it contains no Tesla! Check out my analysis of ARKG here: https://www.youtube.com/watch?v=2dIHDOA8rRA

The Singularity is Near by Ray Kurzweil: https://www.amazon.com/Singularity-Near-Humans-Transcend-Biology/dp/0143037889/

The Tipping Point by Malcolm Gladwell: https://www.amazon.com/Tipping-Point-Little-Things-Difference/dp/0316346624/

I am not a financial advisor or affiliated with ARK Invest in any way.

Thanks for watching!

Видео 💀 RIP Moore's Law - ARK Invest Finds Winning Stocks by Using Wright's Law канала Ticker Symbol: YOU
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14 ноября 2020 г. 21:05:52
00:12:18
Яндекс.Метрика