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Cathie Wood
Founder, CEO and CIO . Thematic portfolio manager for disruptive innovation, mom, economist, and women's advocate. Disclosure:
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Cathie Wood Oct 18
In our research, which we give away as a service, we aim to surface and highlight the risks that are increasing in both growth and value benchmarks. If we are correct, exponential growth in the digital world will “Amazon” industries and sectors during the next 10 years.
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Cathie Wood Oct 17
Make that 47 years, incredible. The rubber band continues to stretch!
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Cathie Wood Oct 17
The Philly Fed Index, the first October gauge of US manufacturing economic activity, showed that new orders were the strongest since 1973. New orders have not been this strong in 37 years.
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Cathie Wood Oct 16
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Cathie Wood Oct 14
Replying to @CathieDWood
Passive investing is unlikely to keep pace with the exponential growth of the five innovation platforms and 14 technologies evolving today. In our view, S&P is depriving benchmark-sensitive investors of some of the most important investment opportunities in the world, like .
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Cathie Wood Oct 14
Replying to @CathieDWood
Passive and benchmark-sensitive investing is contributing to the most massive misallocation of capital in history. Investing in companies because of their past successes risks putting the US at a serious competitive disadvantage to countries like China.
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Cathie Wood Oct 14
Replying to @CathieDWood
The S&P 500 and the NASDAQ are populating their benchmarks increasingly with the “value traps” created by innovation, stocks that are cheap for a reason. Innovation is disintermediating and/or disrupting the biggest companies in traditional benchmarks.
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Cathie Wood Oct 14
Disruptive innovation is another way of saying “creative destruction”. typically researches the “Big Ideas” that will transform the way the world works. In “Bad Ideas”, we highlight the likely victims.
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Cathie Wood retweeted
Market Rebellion Oct 12
Free Webinar Today: We're thrilled to have ARK Investment Management's joining us for today's Rebellion Roundtable! She will be alongside and the rest of the Market Rebellion team.
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Cathie Wood retweeted
wannabe futurist Oct 7
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Cathie Wood Oct 6
We've been informed of fraudulent YouTube channels & websites posing as & . ARK will NEVER use YouTube, Twitter, IG or any social media to solicit money, including bitcoin. We encourage you to report any account that may impersonate ARK or our affiliates.
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Cathie Wood retweeted
ARK Invest Oct 6
Next Tuesday is our October webinar, which means it's time to ask ARK! What questions do you have for & our analysts? Reply using & we'll get to as many questions as we can in a video & the webinar! Webinar Sign Up:
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Cathie Wood retweeted
ARK Invest Sep 28
| Issue 241 is live! In this week's edition: Wright’s Law and Tesla, Amazon's Luna and gaming, Apple Watch and COVID-19 detection, ARM’s New X1 Chip, and more! 📰:
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Cathie Wood Sep 28
Replying to @elonmusk
Ah yes. Thanks for flagging. I meant the $25,000 car which some are calling the Model 2, as shown in our ARK Disrupt Weekly Newsletter this morning.
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Cathie Wood Sep 27
Replying to @CathieDWood
The auto industry has not enjoyed exponential growth in roughly 100 years. EVs have entered exponential growth territory that will last for the next five to ten years.
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Cathie Wood Sep 27
Replying to @skorusARK
According to ’s battery research, sales will scale nearly 20-fold from roughly 1.8 million last year to 35 million, 40% of total global auto sales, during the next five to six years.
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Cathie Wood Sep 27
Replying to @CathieDWood
Analysts following should be expert in energy storage, robotics, artificial intelligence, and software-as-service. While they are expert at the internal combustion engine, traditional auto analysts are not equipped to analyze EVs, particularly .
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Cathie Wood Sep 27
Replying to @CathieDWood
According to Wright’s Law, for every cumulative doubling in the number of EVs produced, costs will drop by 28%, suggesting that EV prices will drop below those of gas powered vehicles on a like-for-like basis during the next two years.
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Cathie Wood Sep 27
Replying to @CathieDWood
Traditional auto analysts are analyzing a mature industry in which lower prices signal trouble: higher inventories and lower sales. Led by , electric vehicles (EVs) are in their infancy, and BECAUSE of lower costs and prices, are moving into exponential growth trajectory.
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Cathie Wood Sep 27
Predictably, when announced at Battery Day last week that would cut the price of a Model 3 to $25,000, several financial analysts panicked, downgrading the stock and/or cutting their price targets. In our view, traditional financial analysts have missed the mark.
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