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Poaching From Ark Invest: Innovative Disruption For Value Investors

Apr. 09, 2021 9:30 AM ETBIDU, GM, SQ, TER, TSLA, ARKF, ARKG, ARKQ, ARKW, ARKX, ARKK10 Comments
Zero Sum Gamer profile picture
Zero Sum Gamer


  • Value investors who want to supercharge their portfolios with disruptive growth technologies can steal ideas from Cathie Wood's Ark Invest.
  • Baidu and Teradyne are two of the most promising ARKK holdings with a trifecta of lucrative growth potential, reasonable valuation, and stable history of profits.
  • Square is a great fintech company that is primed to disrupt big banking, but the nosebleed valuation makes it a precarious investment.
  • For value investors who want to get in on electric and autonomous vehicle tech, GM is a better bet than Tesla.
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With the S&P at all-time highs, $60,000 bitcoin, Tesla (TSLA) at $650B market cap, and pre-revenue companies like Virgin Galactic (SPCE) trading at 3x their debut price, this market has not been a friendly environment for value investors

This article was written by

Zero Sum Gamer profile picture
Investment style: buying great businesses at fair prices. Favorite sector: technology, due to massive competitive advantages, capital-light growth, cash rich balance sheets, and greatest potential to disrupt and cannibalize other industries. Time horizon: forever. Super interested in the rise of big data, quantitative investing, and how ordinary humans can still achieve alpha in a market increasingly dominated by machines

Analyst’s Disclosure: I am/we are long BIDU, GM, TER. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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