Podcast #18 - Our most significant trades of 2020

The stock market in 2020 has been one of extremes, with a market crash triggered by a pandemic at the start of the year, followed by one of the fastest market recoveries in history. Many stock markets around the world are seeing all-time highs, most notably in the US. In this week’s episode, Luke and Albert take a look back at a few of the trades they made in 2020 that, for whatever reason, have been the most significant for them. With a market capitalisation approaching $800B, Facebook has become a behemoth, but does have too much influence in our lives? With businesses in gaming, online shopping, e-payments and now digital banking, was Sea a good stock to buy during the market crash? Telemedicine has been one of the big winners of 2020, and Teladoc has been a key beneficiary of this trend, but how much would you invest now? Stock markets are surging, pushing valuations of many companies to all-time highs. Is Chipotle Mexican Grill now too expensive to justify its future growth potential? With many people working and shopping from home, StitchFix has prospered with its online curated clothing business, but is it doing enough to retain its customers? We did a deep dive into Fiverr in one of our earlier podcasts, but did the intel we found on this fast-growing platform connecting employers to freelancers impress us enough to invest ourselves? ----- If you enjoyed this episode, please consider subscribing to the Telescope Investing website at https://telescopeinvesting.com/subscribe/ Or you can contact the hosts Luke & Albert at https://twitter.com/LukeTelescope https://twitter.com/AlbertTelescope