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المحتوى المقدم من Spark Partners, Adam Hartung, and Manny Teran. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرةً بواسطة Spark Partners, Adam Hartung, and Manny Teran أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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Stock Market May 2022 – Is the Sky Falling Chicken Little?

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Manage episode 330492265 series 3257207
المحتوى المقدم من Spark Partners, Adam Hartung, and Manny Teran. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرةً بواسطة Spark Partners, Adam Hartung, and Manny Teran أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

2022 has been terrible for equity holders. The DJIA down 15%; S&P down 18%. After the longest bull run in stock history, the bears are taking over. And no stocks have been hit harder than growth stocks. Does that mean our mantra of “grow, grow, grow” was wrong – or is now out of date?

This podcast explains why events unrelated to company performance are driving down growth company valuations. From demographics (aging people who want to lock-in gains,) to untaxed investment companies focused on quarterly performance, to fears of inflation, recession and never-ending wars there look to be ample reasons why investors sell.

But the long-term trends have not changed. Listen and be reminded that you still want to be mobile, connected to friends and co-workers, entertained at your leisure, working and shopping from home – all trends that will drive growing demand for the growth companies we have admired and held up as role models. You should avoid knee-jerk reactions to higher commodity prices and realize that long-term the value always goes to those who deliver on trends. That’s why Spark Partners is still betting on the growth companies – from Apple to Amazon, Alphabet to Meta and Netflix – while eschewing off-trend current darlings like Exxon and ADM

  continue reading

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Artwork
iconمشاركة
 
Manage episode 330492265 series 3257207
المحتوى المقدم من Spark Partners, Adam Hartung, and Manny Teran. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرةً بواسطة Spark Partners, Adam Hartung, and Manny Teran أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

2022 has been terrible for equity holders. The DJIA down 15%; S&P down 18%. After the longest bull run in stock history, the bears are taking over. And no stocks have been hit harder than growth stocks. Does that mean our mantra of “grow, grow, grow” was wrong – or is now out of date?

This podcast explains why events unrelated to company performance are driving down growth company valuations. From demographics (aging people who want to lock-in gains,) to untaxed investment companies focused on quarterly performance, to fears of inflation, recession and never-ending wars there look to be ample reasons why investors sell.

But the long-term trends have not changed. Listen and be reminded that you still want to be mobile, connected to friends and co-workers, entertained at your leisure, working and shopping from home – all trends that will drive growing demand for the growth companies we have admired and held up as role models. You should avoid knee-jerk reactions to higher commodity prices and realize that long-term the value always goes to those who deliver on trends. That’s why Spark Partners is still betting on the growth companies – from Apple to Amazon, Alphabet to Meta and Netflix – while eschewing off-trend current darlings like Exxon and ADM

  continue reading

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