Topics & People
Market cycles during which Ark Invest employs different strategies. In bear markets, they concentrate on their highest conviction names, and in bull markets, they diversify into new opportunities like IPOs.
A compensation plan for Elon Musk that would grant him an additional 12% stake in Tesla over 10 years if he meets extremely ambitious performance targets. The vote on this package is a major point of contention and a test of corporate governance.
Individual investors buying and selling securities for their personal accounts.
A set of corporate tax cuts and incentives, such as full depreciation and expensing of R&D, that Cathie Wood believes will 'turbocharge' investment in innovation.
An industry resulting from the convergence of robotics, energy storage, and AI. Wood cites autonomous taxis from Tesla and Waymo as examples of this S-curve-driven growth area.
The concept that the interaction and combination of different innovation platforms (like robotics, energy storage, and AI) will lead to explosive, non-linear growth.
A major innovation platform in Ark's thesis, which, when combined with AI, is expected to revolutionize healthcare. Wood considers this the most inefficiently priced part of the market.
Decentralized ledger technology underpinning crypto assets and smart contracts.
One of the five major innovation platforms identified by Ark Invest, critical for technologies like autonomous mobility and humanoid robots.
Ark Invest's framework for analyzing the market, comprising five major platforms: robotics, energy storage, artificial intelligence, blockchain technology, and multiomic sequencing. These platforms involve 15 different technologies.
The core investment thesis of Ark Invest, focusing on technologically enabled new products or services that could potentially change the world. Cathie Wood expects 'truly disruptive innovation' to outperform traditional market leaders.