IO Fund (rebranded Beth.Technology)

manch · October 3, 2021, 12:00am

Recent Beth interview.

hanera · October 3, 2021, 4:14am

ZM and TDOC Sound like I bought at lower price than them Thought I bought at the bottom and then the bottom falls off

manch · October 3, 2021, 4:16am

That Chris guy likes TDOC. Not Beth.

hanera · October 3, 2021, 4:56am

Ad Tech is long lasting? So is AAPL platform style - no Ad Tech.
Beth has 4 positions in Ad Tech and connected to TV ads? FB GOOG ROKU TTD?

manch · October 3, 2021, 5:38am

Don’t know what connected TV names Cathie has. Her portfolio is so huge.

hanera · October 9, 2021, 4:30am

.

we have been accumulating high conviction names that are showing excellent relative strength.

Like ZM? The hot microtrend is fin tech. UPST AFRM SOFI MQ LC BILL

hanera · October 21, 2021, 6:44pm

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11%? Why bother.

hanera · November 8, 2021, 11:27pm

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Didn’t know that U is an ad tech. To her, all stocks are ad tech?

mcp · November 9, 2021, 12:19am

yes there’s a fear ad revenue would be bad like snap for tomorrow’s ER

hanera · November 9, 2021, 1:21am

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For safety, I sold 50% of holding.

hanera · November 18, 2021, 4:48pm

I root for the prettier woman ARK is going haywire, keep selling winners to buy losers.

hanera · November 20, 2021, 12:15am

Since Beth brags so much about the performance of I/O Fund, let’s compare with TQQQ the super duper etf that we know.

I/O Fund

TQQQ easily blows away return of the I/O Fund and ARKK.

Zeapelido · November 22, 2021, 10:59pm

Don’t be jealous…

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manch · November 22, 2021, 11:06pm

WTF !!!

hanera · November 25, 2021, 4:03am

hanera · December 23, 2021, 8:47pm

Knox is bearish. Move more and more to cash as opposed to Puru who is nibbling growth stocks.

hanera · February 17, 2022, 11:22pm

Beth said ROKU bottomed in Jun 16, 2021. $336.67

Today,

Her fund should be ok since Knox said de-risk in Dec… EW expert! which Cathie didn’t have.

hanera · February 17, 2022, 11:34pm

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hmm…

hanera · March 11, 2022, 10:22pm

Published on Sep 1, 2021

Today…

hanera · July 6, 2022, 10:07pm

Beth thinks Voyager Digital trumps Coinbase.

Today,

Guess we can ignore Beth in additional to Cathie. Both sound like geniuses when market is in a strong bull trend. Hence we can call BS the article below:

Since the above article was published, NVDA vs AAPL