How Cathie Wood's Unique Research Has Her Bullish on Tesla and EVs
Cathie Wood, founder and CEO of ARK Investment Management LLC, joins 13D Research & Strategy founder and CEO Kiril Sokoloff to walk through her distinct research approach that allows the team at ARK to identify disruptive technologies and how this has led to her evaluation of the auto industry’s future. As someone whose research is macro-focused and first principles-based, Wood describes her investment process by explaining ARK’s deep research into Tesla’s developments of innovative battery technology and chip design that leaves competitors who are beholden to traditional design cycles behind in the dust. She also expounds on how her bottom-up research is differentiated from others, allowing ARK to map out the exponential growth trends of emerging tech on the macro level. From there, Sokoloff and Wood consider how the convergence of various secular trends will flip the auto industry on its head such as ride-hailing, autonomous driving, vertical integrations of manufacturers, and shifts in consumer preferences. Filmed on July 13, 2021.