Phil Andrews of Cathie's Ark returns for an awesome discussion on ARK and how the Cathie's Ark website and trading floor provide valuable data and commentary to the ARK community. Phil responds to the ARK bears and debunks some popular narratives on ARK’s exposure to a sell-off triggered by illiquidity. We discuss the best ARK portfolio holdings to buy during drawdowns and why Phil believes $ARKG is the ETF most well situated to thrive as ARK AUM grows. I ask Phil about the bull case for $TDOC, $BLI and a number of other names. Phil reviews new and upcoming features for the Cathie's Ark website (filters, timelines and plans for upcoming FDA release data). I get Phil’s reactions to ARK’s new positions in $DKNG and $TWTR. We close with some questions from Twitter and Cathie’s Ark’s Trading Floor, including Phil’s takes on $NNDM, $BNGO, $PACB and dollar-cost averaging.
Cathie's Ark (https://cathiesark.com/) has been an indispensable resource for me as an investor in $ARKK and I highly recommend checking out the website, joining the Trading Floor community and signing up for email notifications (https://cathiesark.com/daily-trade-email).
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