She is definitely one with convictions and sticks to them. She chases after the few companies that could offer outsized returns. There is no speculation here. She has a rubic and a team that researches extensively to increase their win rate. In this regard of doing homework and only investing in companies that one has strong convictions and understanding of would make me agree with her style. The minor point would be she is aggressive and definitely a risk taker and her appetite for risk is beyond mine. I used to just buy ARK but also realise that the potential drawdown is not what I prefer to have. I am a relatively conservative investor so I go with thematic ETFs that is less actively managed.


I think the queen of stocks is definitely cathie wood. The suspicion that Nancy pelosi does insider trading is high. This may not be sustainable once she loses her connections. Conversely, Cathie’s wisdom and skills will only grew and she will get better in her craft.