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Sam Korus and Nicholas Grous, over at ARK Invest, join us this week to discuss the outlook for Tesla, Roku, and Zoom, the top 3 holdings within their flagship ARK Innovation ETF (ARKK).
We talk about how Tesla is navigating tough competition from General Motors and other rivals, and ARK’s take on BYD and their China EV strategy. We also explore why Roku is in a much better spot than Netflix as well as Zoom’s AI opportunity.
Host: Lavinia Tan
Episode guests: Sam Korus and Nicholas Grous, Associate Portfolio Managers, ARK Invest
Producer: Eliezer Toh
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Since this podcast episode deals with markets, companies, and investing, please note that nothing that is discussed can or should be viewed as financial advice. Any and all opinions expressed in the discussion are solely the personal opinions of the presenters, and must not be relied upon as the basis for financial decisions.
Nothing in this podcast is meant to market any specific investment, or offer or recommend the purchase or sale of any specific security.
