Cathie Wood emphasizes the importance of focusing on future growth potential and current actions of companies, rather than just looking at numbers and PE ratios, in order to make investment decisions
Questions to inspire discussion
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What does Cathie Wood emphasize in making investment decisions?
—Cathie Wood emphasizes focusing on future growth potential and current actions of companies, rather than just looking at numbers and PE ratios.
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What does Cathie Wood criticize about Tesla's board?
—Cathie Wood criticizes the lack of independence in Tesla's board and the unfair negotiation of the pay package.
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What does Cathie Wood disagree with Ross Gerber about?
—Cathie Wood disagrees with Ross Gerber's criticism of the Tesla stock split validation process and argues that it was done correctly.
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What does Cathie Wood discuss about the impact of technology on job security?
—Cathie Wood discusses the increasing fear of job loss among higher income individuals due to the impact of technology on job security.
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What does Cathie Wood emphasize in healthcare for investors?
—Cathie Wood emphasizes the significant opportunity for investors in healthcare due to the increasing demand for healthcare services and the potential for technology to improve efficiency and patient care.
Key Insights
- 🇺🇸 "The majority of the board's supposed to be independent and it's not. I think this is unamerican."
- 🤖 Higher income job seekers are seeing a lot less opportunity than lower and middle class income, possibly due to the impact of AI on tech jobs.
- 🔍 Cathie Wood's approach involves looking for companies with the lowest cost for growth, even if they have higher valuations.
- 🧪 The convergence of DNA sequencing, artificial intelligence, and gene editing will create an explosion in new therapies and potential cures.
#Tesla
XMentions: @Tesla @CathieDWood @RossGerber @HabitatsDigital
@herbertong @FutureAza @TeslaBoomerMama @HansCNelson @DrknowitAll16
Clips
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00:00 🔥 Cathie Wood criticizes Ross Gerber for not supporting compensation plan for richest man, disagrees with surveys as extremely misleading.
- Cathie Wood disagrees with surveys and believes they are extremely misleading.
- Cathie Wood criticizes Ross Gerber for not supporting the compensation plan for the richest man in the world, arguing that he committed to working for free and achieved operational goals ahead of schedule.
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02:47 🔥 Cathie Wood criticizes Tesla's board, disagrees with Ross Gerber on stock split validation, emphasizes the need for the company to focus on selling cars, and argues about the state of the economy.
- Cathie Wood criticizes the lack of independence in Tesla's board and the unfair negotiation of the pay package, expressing disagreement with the decision to reapprove it.
- Cathie Wood disagrees with Ross Gerber's criticism of the Tesla stock split validation process and argues that it was done correctly.
- Cathie Wood criticizes Tesla's governance and emphasizes the need for the company to focus on selling cars.
- Cathie Wood and Ross Gerber disagree on the state of the economy, with Wood arguing that the middle and lower classes are suffering while Gerber points to sold-out hotels as evidence of economic strength.
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07:39 📺 Cathie Wood and Ross Gerber discuss the impact of technology on job security and their agreement on voting for the candidate who would do best for the economy, with Wood expressing she would never vote for Trump due to morality.
- Cathie Wood discusses the impact of technology on job security and the increasing fear of job loss among higher income individuals.
- The FED wants unemployment and job insecurity to go up to create a balance with wages, but the question is whether they can manage this without causing a recession.
- Cathie Wood and Ross Gerber discuss their agreement on voting for the candidate who would do best for the economy, with Wood expressing that she would never vote for Trump due to morality.
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10:46 🔥 Cathie Wood criticizes Joe Biden's economic policies, expresses preference for Trump's focus on business and the economy, discusses economic sensitivity of companies, impact of China on global markets, and strong performance of travel industry, while dismissing consumer surveys as misleading and preferring real-world indicators.
- Cathie Wood criticizes Joe Biden's economic policies and expresses preference for Trump's focus on business and the economy.
- Cathie Wood discusses the economic sensitivity of certain companies, the impact of China on global markets, and the strong performance of the travel industry.
- Consumers are miserable according to surveys, but the speaker believes they are misleading and prefers to use real-world indicators instead of spending time on data.
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13:54 📈 Cathie Wood emphasizes the importance of focusing on future growth potential and current actions of companies, rather than just looking at numbers and PE ratios, in a discussion with Ross Gerber.
- Data is collected in hindsight, so it's important to focus on what's happening moving forward by looking at current actions and learning about the economy from company calls.
- Cathie Wood and Ross Gerber discuss the value of small companies and the difference between growth and value investing.
- Investors should focus more on the future and growth potential of companies rather than just looking at numbers and PE ratios, and Cathie Wood's team looks for companies with the lowest cost for growth and high potential growth rates.
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16:47 🔬 Cathie Wood and Ross Gerber discuss the potential of AI in medical services and drug discovery, highlighting companies like crisper Therapeutics and twist biosciences leading the way in new therapies and cures.
- Cathie Wood and Ross Gerber discuss the potential of AI implementation in medical services and drug discovery.
- AI and DNA sequencing will lead to new therapies and cures, with companies like crisper Therapeutics and twist biosciences leading the way.
- Cathie Wood discusses the benefits of Chad gbt in assisting doctors and providing services directly to patients, citing a personal story of how it helped a colleague with a medical condition.
- Healthcare presents a significant opportunity for investors due to the increasing demand for healthcare services and the potential for technology to improve efficiency and patient care.
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21:18 🔥 Cathie Wood discusses the positive impact of using chat for getting answers and comfort, shares her daughter's health scare, and talks about improving the healthcare system.
- Cathie Wood discusses the positive impact of using chat for getting answers and comfort, as opposed to searching for scary stories online.
- Cathie Wood shares the traumatic experience of her daughter's health scare and the emotional turmoil of receiving conflicting medical opinions.
- There is a lot of opportunity to improve the healthcare system, with the potential for more control over healthcare and less wasteful spending.
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24:33 🔥 Cathie Wood criticizes Ross Gerber and discusses the importance of transparency in hospital pricing and asking for the cost of medical procedures.
- Cathie Wood discusses the issue of transparency in hospital pricing and the importance of asking for the cost of medical procedures.
- Cathie Wood criticizes Ross Gerber for his age and past government involvement, and suggests advertising his ideas to reach a wider audience.
- The video provides generalized perspective information and commentary, and the speaker may hold long or short positions in various securities mentioned in the video.
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Duration: 0:27:54
Publication Date: 2024-06-26T11:55:12Z