Consumers and institutions spending >$40 trillion per year is the largest addressable market opportunity there is. Within the primary thematic, there are a few mega-trends that offer investors significant investment opportunities.
Consumers and institutions spending >$40 trillion per year is the largest addressable market opportunity there is. Within the primary thematic, there are a few mega-trends that offer investors significant investment opportunities.
In 2020, the ARKK Innovation ETF (ARKK) caught the imagination of the investing public after generating a 152% return for the year. ARKK seeks to invest in cutting edge, innovative companies - tomorrow's most promising companies - through an active approach managed by Kathy Woods, a well-known and established portfolio manager that the Street loves to hate.
There have been extensive debates about corporate stock buyback programs. Some critics argue that companies create inequity and do not focus on improving employee benefits, business strategies, and R&D programs. On the other hand, proponents argue that allocating capital to shareholders allows the capital to be reinvested in productive facets. Therefore, advocates believe that buybacks have, in some regards, taken the place of ordinary dividends to return cash to shareholders.
Lululemon has become the most relevant and recognizable athleisure brand in America and increasingly around the world. The company’s stores offer exceptional aesthetics, strong customer service, and the brand now serves men in a major way.
Lululemon has become the most relevant and recognizable athleisure brand in America and increasingly around the world. The company’s stores offer exceptional aesthetics, strong customer service, and the brand now serves men in a major way.
In this blog post, I’d like to dig into one of my favorite long-term themes and opportunities for investors: music and audio entertainment. I’ve written about this theme a few times before and made Spotify my favorite 2020 brand in the December 19, 2019 blog post.
For months, investors have been scaling what feels like an endless wall of worry. Each concern that gets resolved seems to spawn new uncertainties, yet the market has continued its relentless climb higher.
We’ve lived this movie before. Last August, AAII bullish sentiment struck a 52-week high right before the Fed launched its September rate cutting cycle.
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