The Apple Car is Back in the News. It’s Still a Stretch
- Category: Insights
11.18.2021 Gary Black, portfolio manager of the Future Fund Active ETF (FFND), is skeptical about an Apple car. “The idea is utter nonsense—there is no edge,” he tells Barron’s. “Brands don’t extend into categories where there is no clear distinctive competence.” Read the article.
Oliver Renick Talks with David Kalis about FFND
- Category: Insights
11.15.2021 David Kalis and Oliver Renick at TDA Network discuss FFND holdings: companies with three- to five-year runways that they believe are positioned to capitalize on megatrends. Watch the interview.
Twitter Users Say "Yes" to Musk's Proposal to Sell 10% of his Tesla Stock
- Category: Insights
11.08.2021 Gary Black told Reuters he believed the “potential stock sale would lead to ‘1-2 days of modest selling pressure,’ but said there would be solid institutional demand to snap up the shares at a discount.” (TSLA, 8.85% of the portfolio as of 11/05/21) Read the article.
Google’s Parent Alphabet Breaches $2 T Market Value
- Category: Insights
11.8.2021 David Kalis talks with Bloomberg as Google's parent Alphabet hits a record milestone. (GOOGL 6.58% of portfolio as of 11/5/21). Read the article.
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HOW MEGATRENDS ARE SHAPING OUR FUTURE
Megatrends have been changing the way people live for hundreds or even thousands of years.
Read our brief on how we believe these global forces are impacting businesses, economies, cultures and individuals today, and setting a path for the future.