Hello everyone! Welcome to this weekly roundup of
Hello and welcome to Insider Investing. I'm Joe Ciolli, and I'm here to guide you through what's been happening in
- Former Ark Invest analyst James Wang is now a crypto bull who's reaped huge returns owning Ethereum. The tech-focused investor lays out a valuation framework that explains how ether could eventually reach $40,000.
- The growth fund that Dave Bujnowski manages at Baillie Gifford returned 125% last year. He shares 5 stocks set to benefit from the end of the pandemic and a hyperconnected economy.
- Digital-asset VC firm KR1 was an early investor in Ethereum, and now its founders are making a big bet on crypto protocol Polkadot. They discuss their bull case for dot, and also broke down their outlook for DeFi and 2 key trends to watch.
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How Ethereum could hit $40,000
James Wang is a crypto investor who covered artificial intelligence for Cathie Wood's Ark Invest. In an interview, he shared how he first invested in crypto and breaks down his bull case for ether. Wang also laid out a valuation framework that explains how the red-hot cryptocurrency could eventually reach $40,000.
Read the full story here:
Ex-Ark analyst James Wang breaks down his bull case for Ethereum as its token breaches an all-time high of $3,300 - and explains why it could eventually reach $40,000
Stock picks from a Baillie Gifford manager who returned 125% in 2020
Dave Bujnowski is an investment manager for the $144.9 million Baillie Gifford US Equity Growth fund, which returned 125% in 2020. Despite growth
Read the full story here:
Dave Bujnowski beat 99% of his peers to return 125% last year. The Baillie Gifford investor shares 5 stocks set to benefit from the end of the pandemic and a hyperconnected economy.
2 DeFi trends, plus the bull case for Polkadot
Digital-asset VC firm KR1 was an early investor in Ethereum, whose token hit a series of record highs this past week. The founders are now making a big bet on crypto protocol Polkadot and shared their investment case. They also broke down their outlook for DeFi, as well as two projects and key trends to watch.
Read the full story here:
A crypto VC firm that made an early investment in Ethereum is betting big on Polkadot. The founders explain why dot could overtake ether - and flag 2 promising DeFi projects that should be on your radar.
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Stock pick central
Seeking experts who are willing to name names? Look no further:
- GOLDMAN SACHS: Buy these 24 high-growth stocks that are investing in cash cows for the future at the highest rates in the S&P 500
- Bank of America shares 4 stocks to buy as droves of millennials become first-time homeowners in a red-hot housing market
- Bloomberg Intelligence's top ETF expert names 21 funds that tap into the stock market's biggest themes for the rest of 2021 - and explains why investors should consider each one
- MORGAN STANLEY: Buy these 20 dirt-cheap stocks with rock-solid global business models - including one that could rally over 100%