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Brett Winton is the Head of Research at Ark Investment Management. Winton manages a team of analysts and helps forecast disruptive technologies. If that sounds like a hard job, it’s because it is. And Brett will be the first to tell you that.
I learned so much from this conversation and I couldn’t wait to share it with you.
Brett and I discuss all things innovative disruption, growth investing, venture capital and how Brett thinks about valuing these high growth names. We also touch on Tesla (TSLA) and what Ark went through when they released their open source valuation model on the company in 2018. We finished our chat discussing ways Brett’s improved over the year and what he wants to improve on in 2021.
Here’s the time-stamp of the podcast:
- [2:42] Brett’s Early Days Working With Cathie Wood
- [11:48] Forecasts and Embedded Price Expectations
- [24:23] Deep Value Investments in Technology
- [40:35] Why You Need A Unique Perspective To Succeed
- [52:10] The Rapid Acceleration of Technological Improvement
- [1:01:23] Neural Networks
- [1:11:03] Closing Questions
If you liked what you heard from Brett Winton, please give him a follow on Twitter @wintonARK.
While you’re at it, check out Ark Investment’s website. They have a ton of great white-papers that make for excellent weekend reads.
Thanks again to Brett for coming on the show, you don’t know how much it means to me and my listeners.