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เนื้อหาจัดทำโดย Seeking Alpha เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดเตรียมโดย Seeking Alpha หรือพันธมิตรแพลตฟอร์มพอดแคสต์โดยตรง หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่อธิบายไว้ที่นี่ https://th.player.fm/legal
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Marketplace Roundtable #95: The Space Sector Heats Up With Cestrian Capital Research
MP3•หน้าโฮมของตอน
Manage episode 291796808 series 2505215
เนื้อหาจัดทำโดย Seeking Alpha เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดเตรียมโดย Seeking Alpha หรือพันธมิตรแพลตฟอร์มพอดแคสต์โดยตรง หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่อธิบายไว้ที่นี่ https://th.player.fm/legal
The launch of the ARK Space Exploration ETF (ARKX) in late March was one of the most hyped ETF launches in recent memory. Of course there's the Cathie Wood component to the excitement, with the fund manager she runs, ARK, crushing markets and growing AUM eleven-fold in 2020. But there's something about space as a sector that has many investors particularly excited at this moment in time.
Cestrian Capital Research's Alex King has been following the space sector very closely for years now, He even enrolled at the Space University, completing his executive education there in 2018. The following year, he launched his Seeking Alpha Marketplace service, The Fundamentals, with a focus on space and cloud computing names. We cover the space sector from top to bottom in this episode of The Marketplace Roundtable Podcast.
Show Notes
3:00 - Alex's general approach to investing
7:45 - Why the space sector?
13:15 - Why is space a theme investors should be paying attention to at the current moment in time?
17:00 - Cathie Wood and ARK's investing style
22:00 - ARKX Under the Hood: Too much concentration in the top holdings?
24:30 - Analyzing top holding Trimble (TRMB)
28:45 - A head to head comparison: The ARK Space Exploration ETF (ARKX) vs. the Procure Space ETF (UFO)
Learn more about your ad choices. Visit megaphone.fm/adchoices
…
continue reading
Cestrian Capital Research's Alex King has been following the space sector very closely for years now, He even enrolled at the Space University, completing his executive education there in 2018. The following year, he launched his Seeking Alpha Marketplace service, The Fundamentals, with a focus on space and cloud computing names. We cover the space sector from top to bottom in this episode of The Marketplace Roundtable Podcast.
Show Notes
3:00 - Alex's general approach to investing
7:45 - Why the space sector?
13:15 - Why is space a theme investors should be paying attention to at the current moment in time?
17:00 - Cathie Wood and ARK's investing style
22:00 - ARKX Under the Hood: Too much concentration in the top holdings?
24:30 - Analyzing top holding Trimble (TRMB)
28:45 - A head to head comparison: The ARK Space Exploration ETF (ARKX) vs. the Procure Space ETF (UFO)
Learn more about your ad choices. Visit megaphone.fm/adchoices
181 ตอน
MP3•หน้าโฮมของตอน
Manage episode 291796808 series 2505215
เนื้อหาจัดทำโดย Seeking Alpha เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดเตรียมโดย Seeking Alpha หรือพันธมิตรแพลตฟอร์มพอดแคสต์โดยตรง หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่อธิบายไว้ที่นี่ https://th.player.fm/legal
The launch of the ARK Space Exploration ETF (ARKX) in late March was one of the most hyped ETF launches in recent memory. Of course there's the Cathie Wood component to the excitement, with the fund manager she runs, ARK, crushing markets and growing AUM eleven-fold in 2020. But there's something about space as a sector that has many investors particularly excited at this moment in time.
Cestrian Capital Research's Alex King has been following the space sector very closely for years now, He even enrolled at the Space University, completing his executive education there in 2018. The following year, he launched his Seeking Alpha Marketplace service, The Fundamentals, with a focus on space and cloud computing names. We cover the space sector from top to bottom in this episode of The Marketplace Roundtable Podcast.
Show Notes
3:00 - Alex's general approach to investing
7:45 - Why the space sector?
13:15 - Why is space a theme investors should be paying attention to at the current moment in time?
17:00 - Cathie Wood and ARK's investing style
22:00 - ARKX Under the Hood: Too much concentration in the top holdings?
24:30 - Analyzing top holding Trimble (TRMB)
28:45 - A head to head comparison: The ARK Space Exploration ETF (ARKX) vs. the Procure Space ETF (UFO)
Learn more about your ad choices. Visit megaphone.fm/adchoices
…
continue reading
Cestrian Capital Research's Alex King has been following the space sector very closely for years now, He even enrolled at the Space University, completing his executive education there in 2018. The following year, he launched his Seeking Alpha Marketplace service, The Fundamentals, with a focus on space and cloud computing names. We cover the space sector from top to bottom in this episode of The Marketplace Roundtable Podcast.
Show Notes
3:00 - Alex's general approach to investing
7:45 - Why the space sector?
13:15 - Why is space a theme investors should be paying attention to at the current moment in time?
17:00 - Cathie Wood and ARK's investing style
22:00 - ARKX Under the Hood: Too much concentration in the top holdings?
24:30 - Analyzing top holding Trimble (TRMB)
28:45 - A head to head comparison: The ARK Space Exploration ETF (ARKX) vs. the Procure Space ETF (UFO)
Learn more about your ad choices. Visit megaphone.fm/adchoices
181 ตอน
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