Value Hive Podcast

Innovative Technology Investing w/ Brett Winton, Ark Investment (Episode 54)


Listen Later

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR.

Brett Winton is the Head of Research at Ark Investment Management. Winton manages a team of analysts and helps forecast disruptive technologies. If that sounds like a hard job, it's because it is. And Brett will be the first to tell you that. 

I learned so much from this conversation and I couldn't wait to share it with you. 

Brett and I discuss all things innovative disruption, growth investing, venture capital and how Brett thinks about valuing these high growth names. We also touch on Tesla (TSLA) and what Ark went through when they released their open source valuation model on the company in 2018. We finished our chat discussing ways Brett's improved over the year and what he wants to improve on in 2021. 

Here's the time-stamp of the podcast: 

  • [2:42] Brett's Early Days Working With Cathy Wood
  • [11:48] Forecasts and Embedded Price Expectations
  • [24:23] Deep Value Investments in Technology 
  • [40:35] Why You Need A Unique Perspective To Succeed
  • [52:10] The Rapid Acceleration of Technological Improvement
  • [1:01:23] Neural Networks
  • [1:11:03] Closing Questions 
  • If you liked what you heard from Brett, please give him a follow on Twitter @wintonARK. While you're at it, check out Ark Investment's website. They have a ton of great white-papers that make for excellent weekend reads. 

    Thanks again to Brett for coming on the show, you don't know how much it means to me and my listeners. 

    ...more
    View all episodesView all episodes
    Download on the App Store

    Value Hive PodcastBy Brandon Beylo

    • 4.8
    • 4.8
    • 4.8
    • 4.8
    • 4.8

    4.8

    87 ratings


    More shows like Value Hive Podcast

    View all
    Macro Voices by Hedge Fund Manager Erik Townsend

    Macro Voices

    3,073 Listeners

    The Meb Faber Show - Better Investing by The Idea Farm

    The Meb Faber Show - Better Investing

    934 Listeners

    Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

    Capital Allocators – Inside the Institutional Investment Industry

    793 Listeners

    Superinvestors and the Art of Worldly Wisdom by Jesse Felder

    Superinvestors and the Art of Worldly Wisdom

    408 Listeners

    Focused Compounding by Andrew Kuhn and Geoff Gannon

    Focused Compounding

    275 Listeners

    The Market Huddle by Patrick Ceresna & Kevin Muir

    The Market Huddle

    361 Listeners

    The Acquirers Podcast by Tobias Carlisle

    The Acquirers Podcast

    300 Listeners

    Value Investing with Legends by Columbia Business School

    Value Investing with Legends

    210 Listeners

    Excess Returns by Excess Returns

    Excess Returns

    81 Listeners

    Yet Another Value Podcast by Andrew Walker

    Yet Another Value Podcast

    110 Listeners

    The Business Brew by Bill Brewster

    The Business Brew

    249 Listeners

    Business Breakdowns by Colossus | Investing & Business Podcasts

    Business Breakdowns

    351 Listeners

    Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

    Behind the Balance Sheet

    44 Listeners

    Forward Guidance by Blockworks

    Forward Guidance

    270 Listeners

    Monetary Matters with Jack Farley by Jack Farley

    Monetary Matters with Jack Farley

    142 Listeners