Cathie Wood Sees 20% Returns After 'Unbelievable' 2020

LendingClub (LC)

Shares of LendingClub (LC) traded up 33% on Thursday after it posted net income growth of 190% sequentially during the third quarter and raised guidance well above analysts’ expectations. After closing the acquisition of Radius Bank earlier this year, LendingClub appears to be executing on its digital marketplace bank strategy.

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Cathie ARK is selling winners like U and COIN and buying into losers like ZM PLTR TWLO. Anything wrong with her? Instead of riding the winner and cut out the losers, she is doing the opposite. Hmm… :thinking: Btw, I have all the five stocks :face_with_hand_over_mouth:

My only three losers are due to her :face_with_symbols_over_mouth: thought she has insiders’ info and deep research… should have DYOR…

ZM
PLTR
PATH

Sell and admit mistakes?

Other stocks that I did DYOR are all green and enough to power ahead :money_mouth_face:

Nextdoor Holdings (KIND)

Shares of Nextdoor Holdings (KIND) traded up almost 17% on Monday after completing the merger with its SPAC. Nextdoor provides a hyperlocal social networking platform that connects users and businesses within their neighborhoods.

Roblox (RBLX)

Shares of Roblox (RBLX) traded up 42% on Tuesday after reporting strong third quarter earnings, with revenue up 102% year-over-year (YoY) and average daily active users up 31% YoY to 47.3 million. We maintain high conviction in Roblox’s ability to attract developers and end users. Despite post-pandemic reopening dynamics, we believe user-oriented gaming platforms will continue to benefit from sticky users. Roblox is an online entertainment platform that allows users to engage with a variety of virtual worlds and games that independent developers create and offer through the platform itself.

The Trade Desk (TTD)

Shares of The Trade Desk (TTD) traded up 29% on Tuesday after reporting strong third quarter earnings. The Trade Desk reported growth outpacing programmatic advertising growth during its third quarter, with total revenue up 39% year-over-year (YoY). With the continued expansion of its Unified ID 2.0 ecosystem, we believe The Trade Desk has a leading edge in attracting agencies and publishers looking to diversify away from Apple’s IDFA changes and third-party cookies. The Trade Desk is an ad-tech company that facilitates audience targeting across different media formats.

Toast (TOST)

Shares of Toast (TOST) traded down 18% on Wednesday after posting third-quarter results that missed analysts’ bottom-line estimates. Toast beat top-line revenue estimates and grew its total payment volume by 123% year-over-year. Toast offers innovative point-of-sale software and payments to restaurants in the US.

Opendoor (OPEN)

Shares of Opendoor (OPEN) traded up 15% on Thursday after the company reported third-quarter earnings that, in contrast to those from Zillow (Z), benefited from solid iBuying execution, appearing to validate the business model. Opendoor is an iBuying real estate platform that takes the friction out of the home-buying and selling process.

Vuzix (VUZI)

Shares of Vuzix (VUZI) traded up 15% today in response to continued bullish sentiment from investors. Vuzix reported third quarter earnings on Monday and, although it missed Wall Street expectations for revenue, management reiterated confidence in an acceleration in sequential revenue growth for the fourth quarter. Vuzix offers AR display and computing glasses for consumer and enterprise markets globally.

Is what I suspected too. So is risky to buy “Cathie” stocks.

Has Cathie peaked? She’s moving from NYC to Florida so that may be it for her.

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ARKK: +20%? So far more than -20% already.

On Dec 3, Cathie BTFD in…

ZM
U
DOCU
TWLO

and sell FB NET :man_shrugging:

Cathie Wood gives the 2022 outlook for her funds and talks Tesla, Rivian, metaverse and more

Added to TDOC and ZM. If they continues to go down, blame Cathie and the OP blogger.

She thinks NVDA is overvalued… yes, it is overvalue… still waiting for a good price to BTFD.

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Believe? Might be possible. Place your bet.

In order to…

Cathie is selling winners such as TSLA, and average in stocks that have declined significantly (50-70%). TSLA used to be as high as 10% of fund weightage, now is 6.28%. Cathie now own a whopping 10.97% of TDOC. She wants to pull a TSLA out of TDOC.

ARKK almost hitting pre-covid high.

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