A Telescopic View on Markets: Discerning and Investing in Secular Trends — Live with Ophir Gottlieb

Published on
February 10th, 2021
Duration
76 minutes

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A Telescopic View on Markets: Discerning and Investing in Secular Trends — Live with Ophir Gottlieb

Live ·
Featuring Ophir Gottlieb and Max Wiethe

Published on: February 10th, 2021 • Duration: 76 minutes

For investors who wish to opt-out of market mania, paying attention to secular trends and the companies that land themselves in the middle of them can help minimize the impact of bubbles on one’s portfolio. Ophir Gottlieb, CEO of Capital Market Laboratories, joins Real Vision editor Max Wiethe to discuss the upcoming secular trends that he is observing and how investors can take advantage of them. Gottlieb talks about three specific companies that offer forward-looking growth opportunities that go beyond any market bubbles that present themselves, explaining what his high conviction trades are: Pinterest ($PINS), Jumia ($JMIA), and CuriosityStream ($CURI). To access Gottlieb’s charts, click here: https://rvtv.io/3d1Gu3d

Comments

Transcript

  • BD
    Ben D.
    20 February 2021 @ 20:05
    Fantastic! Didn’t know Ophir before- what a legend! Thanks, Max!
  • PG
    Philippe G.
    12 February 2021 @ 15:22
    Max - got an interview somewhere?! :P I wouldn't put too much weight on app store reviews...very easy to game. Fake reviews are also an issue on Amazon... Jumia - Compelling thesis, love the concept of e-commerce combined with African demographics, but the insane cash burn and losses and the relatively weaker rule-of-law and infrastructure, especially the runup in stock price over the LTM, insane.... I'd be more inclined to invest in E&C infrastructure plays (roads, bridges, airports, and ports) when it comes to Africa. That being said, I'd be tempted to dip my toes on a pullback for a 5-10 year horizon... Pinterest - very interesting. Great point on the anti-hostility angle...makes plenty of sense. People are stuck bored at home, had enough of the polarizing us vs. them stuff in mainstream and social media...time for some art & craft projects with junior and home decor inspirations. Great conversation!! Please have Mr. Gottlieb back on a regular basis. Need more deep-dives on individual names like this...
    • MW
      Max W. | Real Vision
      12 February 2021 @ 15:38
      Are you asking for the interview where we discussed $CURI? It was just a section: https://www.realvision.com/shows/the-interview/videos/how-frothy-markets-have-created-a-bull-market-in-short-selling.
    • MA
      Melanie A.
      17 February 2021 @ 01:43
      In addition to Jumia, would be great to see more content on African demographics/investing
  • TL
    Tom L.
    16 February 2021 @ 22:18
    Ophir is the man and Max is a great interviewer. Well done.
  • LA
    Linda A.
    12 February 2021 @ 19:15
    I love Ophir's open-mind and respect for other people's opinion. Really smart guy who leaves no stone un-turned. Thanks Max for bringing another great interview.
  • lf
    liam f.
    12 February 2021 @ 06:18
    This guy sure thinks he's profound. Blah.
    • LH
      Louis-Philippe H.
      12 February 2021 @ 18:24
      Eh Liam, this guy is the smartest and nicest i've encountered in 20 years in this business, just saying
  • VK
    Viresh K.
    12 February 2021 @ 17:03
    Good job Max
  • SM
    SHAYNE M.
    12 February 2021 @ 15:17
    Ophir is THE MAN. As a CML subscriber, can say his research is incredible. As this interview highlights, not just another bull, a very thoughtful person with a thoughtful process. Willing to explore the risks and bear case for each pick.
  • dw
    darcy w.
    12 February 2021 @ 15:03
    Loved this guy's intensity. Appreciated that he believed he could make a better bear case than his counter parts on some of his picks. Will have to check out his twitter...
  • MO
    Master O.
    12 February 2021 @ 09:48
    Marc Cohodes once mentioned that a stock picker knows the company inside out and Ophir is that type of person. Should be a regular guest on Real Vision.
  • PB
    Pier B.
    12 February 2021 @ 07:30
    Joined CML in August last year and hands down the best investment service offered. Ophir Gottlieb's generosity of spirit in imparting his knowledge is nothing short of astounding. Thank you Ophir.
  • RJ
    Robert J.
    12 February 2021 @ 06:30
    Cinedigm (CIDM) is another pure play streamer worth a look. I have no affiliation with the company. The CEO, Chris McGurk, served as COO at MGM and is credited with reinvigorating MGM's digital content strategy. Smart leader and widely respected in the industry.
  • PL
    Paul L.
    12 February 2021 @ 05:11
    Please bring Ophir back for more discussions! Brilliant stuff.
  • MM
    Martin M.
    12 February 2021 @ 04:28
    Impressive!