ARK Invest: ARKK etc "active" ETF's: die "Disruptors"-Blase am US-Markt (Seite 16)
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10.05.24 · wallstreetONLINE Redaktion |
05.05.24 · wallstreetONLINE Redaktion |
03.05.24 · wallstreetONLINE Redaktion |
Markt wird wieder bullisher: Tesla: Cathie Wood prognostiziert Kursverdreifachung – ohne Robotaxi! (6) 30.04.24 · wallstreetONLINE Redaktion |
Cathie Wood kauft den Dip: Tesla-Downgrade: "Der Investment Case der Aktie hat sich stark verändert" 19.04.24 · wallstreetONLINE Redaktion |
Erwartungen übertroffen: Diese Cathie-Wood-Aktie ist nach den Earnings trotzdem zweistellig gecrasht!Werte aus der Branche Finanzdienstleistungen
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 6,0000 | +16,73 | |
| 31,30 | +14,65 | |
| 2,2600 | +13,00 | |
| 6,0700 | +11,79 | |
| 6,3000 | +10,33 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 43,66 | -7,89 | |
| 36,51 | -10,95 | |
| 0,7500 | -14,29 | |
| 26,00 | -16,13 | |
| 1,3000 | -18,50 |
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SARK statt ARK:
The Anti-ARK ETF's Share Price Has Just Blown Past ARKK For The First Time Ever
https://www.zerohedge.com/markets/anti-ark-etfs-share-price-…
The Anti-ARK ETF's Share Price Has Just Blown Past ARKK For The First Time Ever
https://www.zerohedge.com/markets/anti-ark-etfs-share-price-…
keinen ETF der Tesla-Ober-Shills hat es in diesem Tech-Bärenmarkt in den letzten 3 Monaten so zerlegt wie den $ARKK von Cathie Wood (als das ARK-Invest-Flaggschiff).
Gary Black ($FFND) und selbst Dauer-Optimist Ross Gerber ($GK) schneiden besser ab.
(QQQ als NASDAQ100-Proxy)
Gary Black ($FFND) und selbst Dauer-Optimist Ross Gerber ($GK) schneiden besser ab.
(QQQ als NASDAQ100-Proxy)
3.3.
Ark Invest CEO Cathie Wood on everything from deflation to Elon Musk
A year ago, she managed more than $60bn. Now she faces the toughest battle of her career
https://www.ft.com/content/a93f4de2-35d2-44e1-a6a1-0000cba0d…
...
The founder of Ark Invest starts telling me the story of the Miracle of Dunkirk, when Allied soldiers were rescued from doomed French beaches in 1940. “A group of soldiers were huddled saying Psalm 91,” she says, “and they were one of the few groups of soldiers saved on that day.”
Wood’s eight-year-old investment management firm is named after the Ark of the Covenant – the chest said to have held the Ten Commandments – which was taken by the Israelites into battle. “Ark also has to do with battle,” Wood continues. “Battling the traditional world order is what we’re doing.”
...
None of which seems to have dampened Wood’s conviction. “We’re at our best when the odds are against us,” she says. “For compliance reasons, I’ve been asked not to give numbers, but the compound annual rate of return expectation that we have during the next five years is the largest I have ever seen in my career.”
When critics say she is nothing more than a product of the zeitgeist, Wood responds that her whole career has been about learning to ignore what’s current. And that though her thesis is simple – the future of investing is investing in the future – she’s spent a lifetime coming to it.
...
In 1998, as the dotcom bubble was reaching its climax, Wood and one of her colleagues, Lulu Wang, left Jennison to set up a fund in New York called Tupelo Capital Management. By the end of March 2000, the peak of the tech bubble, Tupelo’s assets under management had reached almost $1.4bn, according to a regulatory filing. Twelve months later, Tupelo’s assets had slumped to around $200mn, according to a separate regulatory filing.
In other words, Tupelo’s assets under management lost over four-fifths of their value during the dotcom crash. It’s not possible to establish how much of this was due to performance losses and how much to investors pulling their cash. Wood says, “While we disagreed about strategic moves at the end of my tenure, we parted ways with mutual respect.” Wang declined to comment.
...
But Wood’s track record at AllianceBernstein was both volatile and underwhelming, according to Morningstar. Shalett says that Wood’s investing style was a “rollercoaster ride” for clients and that it found greater traction with retail investors than with the institutional market. Even so, Wood continued to display the same conviction Segalas had admired at Jennison. “She is disciplined and missionary in her approach. She’s an evangelist for tech, and it’s infectious,” says Shalett. “We all love a great story. She does her research; she believes what she believes. Sometimes when the market moves against her, she digs in more.”
...
Wood believes she was “born with the gift of faith”, and it deepened through testing times like the stock market crashes in 2000 and 2008 and her divorce, she told an interviewer in 2020 on Jesus Calling, a podcast. When we discuss her religious practices, Wood chooses her words carefully. “Before I make a big move, I will always pray,” she says. “Prayer is a form of meditation too. It’s a very grounding experience. People who meditate deeply experience the same thing I do. And in those moments, I get answers… The holy spirit, if you want to just dwell on that, is the same thing as the Force.”
...
In January 2014, Wood founded Ark. For the first three years, she funded the business with her own money. (She rewarded Laffer with a small stake in Ark Invest, of less than 1 per cent.) Wood received an early investment of around $20mn for her first four ETFs from former hedge fund manager Bill Hwang, whom she met when they were both advisers to a religious group that ministers to young people on Wall Street. Hwang is now infamous for the implosion in March 2021 of his family office, Archegos Capital Management. A person with knowledge of the matter says Hwang admired Wood’s expertise in growth stocks, but that the investment in Ark was a show of support, rather than strategic. Hwang declined to comment for this article.
For its first two years, Ark built but the clients failed to come. So Wood sold minority stakes and signed deals to help sell her funds. First to Resolute Investment Managers, an asset management platform and distributor, in 2016 and, the following year, to Japan’s Nikko Asset Management. It would take the pandemic – and a big and prescient bet on Tesla – to turn Wood into a star.
...
The former employee says Wood “feels very much on a journey doing God’s work. She’s moved by forces beyond the asset management game. She has confidence from her craft, but also she feels like she’s on the right side of… I don’t know what to call it. It gives her energy and strength. The God element is more a guide of her life path. God is not telling her to buy or sell shares.”
Under the terms of the 2020 deal, Resolute remained Ark’s main distribution partner in the US, and Wood remained its majority shareholder. She was more personally exposed than ever. Resolute sold at what would turn out to be the top of the market. And when 2021 arrived, Ark’s performance began to unravel.
...
“As Ark has been buying these small-cap companies, it has been pushing their share prices up,” says Dan Izzo, chief executive of GHCO, a registered market maker. “It’s a self-fulfilling prophecy on the way up.” Crucially, he notes, this works both ways. “If redemptions made Ark a forced seller of illiquid names then it could push down their share prices.” This could result in a downward spiral for Ark.
...
For all Ark’s talk of transparency, it takes more than four months before Wood finally agrees to an interview.
...
“We are as calm and focused as you could possibly imagine,” she says. Despite the market turmoil and the mounting losses in her portfolios she sleeps “very easily” at night, “knowing that we have never been in a period of more innovation in history”.
There’s one exception: the prospect of investors pulling their money from Ark’s fund at the worst possible moment. If clients do so now, Wood says they will turn “what we believe are temporary losses into permanent losses. What’s going to happen is the same thing that happened in 2008-2009. Those who got out had such seller’s remorse” because they missed the subsequent market rebound.
‘The old world order describes [Ark] as highly speculative, highly risky and these other disparaging words,’ Wood says. ‘Whereas what we are saying is, “No, you are in harm’s way. You are taking a risk by not doing the kind of research we’re doing”’
...
Wood has clearly pondered the question of longevity. “Many people in our business… they’d be quite happy to see us disappear,” she says. Repeatedly during our conversation she refers to herself as a “lightning rod” for the industry. To these critics, Wood represents the worst aspects of a frothy market, the gate-crashing of low-information retail investors and the triumph of a good story over hard data. None of which can end soon enough. For her retail following, she represents a middle finger to all of that. Fans want to believe her stories of a better, brighter future filled with flying cars, green energy and longer, healthier lives.
But as the interview draws to a close, Wood is keen to make one last, important point. When it comes to Ark’s investments, “the courage of my conviction” is not the result of any higher calling. It “comes from our research”, she says. “I just want to make that very clear.”
__end
<der ganze Artikel ist mega-lang>
Ark Invest CEO Cathie Wood on everything from deflation to Elon Musk
A year ago, she managed more than $60bn. Now she faces the toughest battle of her career
https://www.ft.com/content/a93f4de2-35d2-44e1-a6a1-0000cba0d…
...
The founder of Ark Invest starts telling me the story of the Miracle of Dunkirk, when Allied soldiers were rescued from doomed French beaches in 1940. “A group of soldiers were huddled saying Psalm 91,” she says, “and they were one of the few groups of soldiers saved on that day.”
Wood’s eight-year-old investment management firm is named after the Ark of the Covenant – the chest said to have held the Ten Commandments – which was taken by the Israelites into battle. “Ark also has to do with battle,” Wood continues. “Battling the traditional world order is what we’re doing.”
...
None of which seems to have dampened Wood’s conviction. “We’re at our best when the odds are against us,” she says. “For compliance reasons, I’ve been asked not to give numbers, but the compound annual rate of return expectation that we have during the next five years is the largest I have ever seen in my career.”
When critics say she is nothing more than a product of the zeitgeist, Wood responds that her whole career has been about learning to ignore what’s current. And that though her thesis is simple – the future of investing is investing in the future – she’s spent a lifetime coming to it.
...
In 1998, as the dotcom bubble was reaching its climax, Wood and one of her colleagues, Lulu Wang, left Jennison to set up a fund in New York called Tupelo Capital Management. By the end of March 2000, the peak of the tech bubble, Tupelo’s assets under management had reached almost $1.4bn, according to a regulatory filing. Twelve months later, Tupelo’s assets had slumped to around $200mn, according to a separate regulatory filing.
In other words, Tupelo’s assets under management lost over four-fifths of their value during the dotcom crash. It’s not possible to establish how much of this was due to performance losses and how much to investors pulling their cash. Wood says, “While we disagreed about strategic moves at the end of my tenure, we parted ways with mutual respect.” Wang declined to comment.
...
But Wood’s track record at AllianceBernstein was both volatile and underwhelming, according to Morningstar. Shalett says that Wood’s investing style was a “rollercoaster ride” for clients and that it found greater traction with retail investors than with the institutional market. Even so, Wood continued to display the same conviction Segalas had admired at Jennison. “She is disciplined and missionary in her approach. She’s an evangelist for tech, and it’s infectious,” says Shalett. “We all love a great story. She does her research; she believes what she believes. Sometimes when the market moves against her, she digs in more.”
...
Wood believes she was “born with the gift of faith”, and it deepened through testing times like the stock market crashes in 2000 and 2008 and her divorce, she told an interviewer in 2020 on Jesus Calling, a podcast. When we discuss her religious practices, Wood chooses her words carefully. “Before I make a big move, I will always pray,” she says. “Prayer is a form of meditation too. It’s a very grounding experience. People who meditate deeply experience the same thing I do. And in those moments, I get answers… The holy spirit, if you want to just dwell on that, is the same thing as the Force.”
...
In January 2014, Wood founded Ark. For the first three years, she funded the business with her own money. (She rewarded Laffer with a small stake in Ark Invest, of less than 1 per cent.) Wood received an early investment of around $20mn for her first four ETFs from former hedge fund manager Bill Hwang, whom she met when they were both advisers to a religious group that ministers to young people on Wall Street. Hwang is now infamous for the implosion in March 2021 of his family office, Archegos Capital Management. A person with knowledge of the matter says Hwang admired Wood’s expertise in growth stocks, but that the investment in Ark was a show of support, rather than strategic. Hwang declined to comment for this article.
For its first two years, Ark built but the clients failed to come. So Wood sold minority stakes and signed deals to help sell her funds. First to Resolute Investment Managers, an asset management platform and distributor, in 2016 and, the following year, to Japan’s Nikko Asset Management. It would take the pandemic – and a big and prescient bet on Tesla – to turn Wood into a star.
...
The former employee says Wood “feels very much on a journey doing God’s work. She’s moved by forces beyond the asset management game. She has confidence from her craft, but also she feels like she’s on the right side of… I don’t know what to call it. It gives her energy and strength. The God element is more a guide of her life path. God is not telling her to buy or sell shares.”
Under the terms of the 2020 deal, Resolute remained Ark’s main distribution partner in the US, and Wood remained its majority shareholder. She was more personally exposed than ever. Resolute sold at what would turn out to be the top of the market. And when 2021 arrived, Ark’s performance began to unravel.
...
“As Ark has been buying these small-cap companies, it has been pushing their share prices up,” says Dan Izzo, chief executive of GHCO, a registered market maker. “It’s a self-fulfilling prophecy on the way up.” Crucially, he notes, this works both ways. “If redemptions made Ark a forced seller of illiquid names then it could push down their share prices.” This could result in a downward spiral for Ark.
...
For all Ark’s talk of transparency, it takes more than four months before Wood finally agrees to an interview.
...
“We are as calm and focused as you could possibly imagine,” she says. Despite the market turmoil and the mounting losses in her portfolios she sleeps “very easily” at night, “knowing that we have never been in a period of more innovation in history”.
There’s one exception: the prospect of investors pulling their money from Ark’s fund at the worst possible moment. If clients do so now, Wood says they will turn “what we believe are temporary losses into permanent losses. What’s going to happen is the same thing that happened in 2008-2009. Those who got out had such seller’s remorse” because they missed the subsequent market rebound.
‘The old world order describes [Ark] as highly speculative, highly risky and these other disparaging words,’ Wood says. ‘Whereas what we are saying is, “No, you are in harm’s way. You are taking a risk by not doing the kind of research we’re doing”’
...
Wood has clearly pondered the question of longevity. “Many people in our business… they’d be quite happy to see us disappear,” she says. Repeatedly during our conversation she refers to herself as a “lightning rod” for the industry. To these critics, Wood represents the worst aspects of a frothy market, the gate-crashing of low-information retail investors and the triumph of a good story over hard data. None of which can end soon enough. For her retail following, she represents a middle finger to all of that. Fans want to believe her stories of a better, brighter future filled with flying cars, green energy and longer, healthier lives.
But as the interview draws to a close, Wood is keen to make one last, important point. When it comes to Ark’s investments, “the courage of my conviction” is not the result of any higher calling. It “comes from our research”, she says. “I just want to make that very clear.”
__end
<der ganze Artikel ist mega-lang>
Antwort auf Beitrag Nr.: 70.878.223 von faultcode am 18.02.22 19:17:16Diese Schwurbel-Tante gehört einfach weg gesperrt. Was die so an den Haaren herbeigezogenem naiven Schwachsinn in die Öffentlichkeit posaunt sollte dafür reichen! Jedenfalls sind ihre Tage angezählt, die komplett mit Aktienmüll gefüllten ARK-Fonds werden die kommenden Monate aller Voraussicht nach völlig disruptiv geerdet. Ihre völlige Verzweiflung trägt sie ja schonmal herrlich zur Schau! Die Mittelabflüsse aus ihren Vollschrott-Fonds sprechen jedenfalls Bände!! 
Dazu passen dann noch ihre Heissluft-Hashcode-Kursziele beim völlig wert- und nutzlosen Ressourcenkiller BitCoin!!
Dazu passen dann noch ihre Heissluft-Hashcode-Kursziele beim völlig wert- und nutzlosen Ressourcenkiller BitCoin!!
Cathie's "monogenic stem cell therapy"
das betrifft eher den $ARKG als hier den $ARKK -- aber im Prinzip ist das bei ihren ETF's sowieso nicht so wichtig 18.2.
Cathie Wood’s breathless promotion of gene editing should worry us all
Overstating promise of emerging field threatens to skew valuations and progress in biotech sector
https://www.ft.com/content/4abf0f81-7e5a-4e93-8ccc-dbd23d5c8…
...
It is unclear what Wood, who majored in economics and finance, was referring to in that video.
Monogenic stem cell therapy is not a concept scientists recognise. Derrick Rossi, a prominent stem cell biologist whose research contributed to the messenger RNA Covid-19 vaccines, said he did not “know what she’s talking about”.
He added: “Regardless, her revenue projections are very, very hard to believe, for any type of therapy — like several orders of magnitude hard to believe.”
Search Google for “monogenic stem cell therapy” and the only thing that comes up are Wood’s comments. Wood was actually talking about gene editing, according to one person briefed on her remarks, which is something different.
She is also a cheerleader for this emerging field of medical science, telling CNBC in December that three listed companies in the space — Intellia, Crispr Therapeutics and Editas — represent a “trillion dollar plus opportunity” (although in this instance she was talking about their potential combined market value, which stands at roughly $12bn, rather than revenue).
The CNBC interview, too, contained statements that could charitably be described as not quite right. Wood said “we have already seen functional cures for three blood related diseases” in the gene editing space. No companies have secured regulatory approval for such treatments, nor are they expected to any time soon. Some very early success in clinical trials does not a cure make.
...
Trading Spotlight
Antwort auf Beitrag Nr.: 70.869.634 von -Realist- am 18.02.22 07:44:02
doch, sie weiß sehr wohl wie man Aktien bewertet. Alle anderen aber nicht, weswegen immer die falschen Werte steigen.
Aber es ist in der Tat erstaunlich, wie schnell man auch schon in 2021 und nun auch in 2022 Geld vergurken konnte. Dabei hat mE der Umschwung von Fantasiewerten zu value gerade erst begonnen.
Zitat von -Realist-: Die Frau hat einfach massive Probleme damit, Aktien zu bewerten. Teuer gibt's bei ihr gar nicht.
Wenn irgendwas Umsatzwachstum hat, dann ist es ihr egal wie viele Milliarden Börsenwert bereits eingepreist sind.
Das sowas nur in Hype Phasen funktioniert, weiß jeder Amateur.
Deswegen sitzt sie jetzt ausnahmslos auf Aktien die massiv verlieren.
Die Frau sollte Unternehmensberatung machen, weil sie ein Gespür für Produkte und Marktchancen hat.
Sie sollte aber die Finger von der Börse lassen.
Sie hat gar keine Ahnung wie man Aktien überhaupt bewertet!
doch, sie weiß sehr wohl wie man Aktien bewertet. Alle anderen aber nicht, weswegen immer die falschen Werte steigen.
Aber es ist in der Tat erstaunlich, wie schnell man auch schon in 2021 und nun auch in 2022 Geld vergurken konnte. Dabei hat mE der Umschwung von Fantasiewerten zu value gerade erst begonnen.
zerohedge
@zerohedge
Morning Wood: [ähäm ...] Hours After ARK Founder Says Innovation Stocks Are "Deep Value", Two Major Holdings Plunge
https://www.zerohedge.com/markets/morning-wood-hours-after-a…
___________
Und wenn ihre grösste Position nun auch noch 'stolpert' ?
@zerohedge
Morning Wood: [ähäm ...
] Hours After ARK Founder Says Innovation Stocks Are "Deep Value", Two Major Holdings Plungehttps://www.zerohedge.com/markets/morning-wood-hours-after-a…
___________
Und wenn ihre grösste Position nun auch noch 'stolpert' ?
Antwort auf Beitrag Nr.: 70.865.797 von faultcode am 17.02.22 18:51:09ja, so kann ZOOM natürlich kein Geld verdienen und die ARK Aktien auch nicht steigen. Allerdings eher peinlich für CNBC als für Cathie:
https://twitter.com/ARKInvest/status/1494391052022829057/pho…
https://twitter.com/ARKInvest/status/1494391052022829057/pho…
Die Frau hat einfach massive Probleme damit, Aktien zu bewerten. Teuer gibt's bei ihr gar nicht.
Wenn irgendwas Umsatzwachstum hat, dann ist es ihr egal wie viele Milliarden Börsenwert bereits eingepreist sind.
Das sowas nur in Hype Phasen funktioniert, weiß jeder Amateur.
Deswegen sitzt sie jetzt ausnahmslos auf Aktien die massiv verlieren.
Die Frau sollte Unternehmensberatung machen, weil sie ein Gespür für Produkte und Marktchancen hat.
Sie sollte aber die Finger von der Börse lassen.
Sie hat gar keine Ahnung wie man Aktien überhaupt bewertet!
Wenn irgendwas Umsatzwachstum hat, dann ist es ihr egal wie viele Milliarden Börsenwert bereits eingepreist sind.
Das sowas nur in Hype Phasen funktioniert, weiß jeder Amateur.
Deswegen sitzt sie jetzt ausnahmslos auf Aktien die massiv verlieren.
Die Frau sollte Unternehmensberatung machen, weil sie ein Gespür für Produkte und Marktchancen hat.
Sie sollte aber die Finger von der Börse lassen.
Sie hat gar keine Ahnung wie man Aktien überhaupt bewertet!
ROKU macht als drittgrösste Position aktuell 6,4% im ARKK aus. Heute kein guter Tag für Cathie.
https://ark-funds.com/funds/arkk/
https://twitter.com/QTRResearch/status/1494442327271739394
https://ark-funds.com/funds/arkk/
https://twitter.com/QTRResearch/status/1494442327271739394
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Markt wird wieder bullisher: Tesla: Cathie Wood prognostiziert Kursverdreifachung – ohne Robotaxi! (6) 30.04.24 · wallstreetONLINE Redaktion · Tesla |
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| 15.12.23 | |
| 01.12.23 | |
| 15.11.23 | |
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| 04.09.23 |