October Strategy Update

Timestamps

1:00 – Our investment framework

2:30 – Why you can’t afford to ignore these companies

4:18 – Question 1: How high can Redbubble go? (ASX: RBL)

6:26 – Third party data

8:38 – Question 2: When do we sell?

11:21 – Question 3: Is it too late to invest?

11:55 – What would have happened if you paid the highest price of the year for Sea  in 2018 or 2019 (NYSE: SE)

13:05 – Question 4: How does customer love work in the life sciences?

15:27 – Ultragenyx (NASDAQ: RARE) and biotech competition

16:33 – Question 5: What’s the impact of the US election?

18:15 – Question 6: Will traditional investors continue to miss the boat? 

24:10 – Summary

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