Printing the Next Industrial Revolution

Published on
August 15th, 2018
Topic
Technology, Macro, Global Outlook
Duration
17 minutes
Asset class
Equities

Printing the Next Industrial Revolution

Discoveries ·
Featuring Tasha Keeney

Published on: August 15th, 2018 • Duration: 17 minutes • Asset Class: Equities • Topic: Technology, Macro, Global Outlook

While 3D printing stocks have underperformed over the past five years, largely due to overestimates of consumer demand, these companies may be poised for outsized growth as they pivot towards the industrial and healthcare space. Tasha Keeney, analyst at Ark Invest, explores the new opportunities in the 3D printing market as well as the companies best positioned to benefit from the next industrial revolution. Filmed on June 19, 2018 in New York.

Comments

  • AV
    Alberto V.
    9 September 2018 @ 13:17
    She said Tesla shares are worth $4K over the next 5 years. What a pity, I really liked the interview. https://www.cnbc.com/video/2018/08/27/tesla-bull-and-bear-investors-debate.html
  • MB
    Matthias B.
    30 August 2018 @ 12:03
    I thought that Tasha dissected the various end market opportunities well and outlined the investment arguments in a concise and easy to understand manner. I admit that I lost track of the sector after the initial hype years ago so this was a timely update. Maybe RVTV could bring her back soon for a discussion to dig deeper. I sense that the end market applications could indeed provide a very rewarding long-term risk reward profile. Not sure whether it is better to play a basket via ETF or 2-3 single stocks to cover the portfolio exposure (my gut tells me to opt for an ETF). so thanks!
  • WP
    William P.
    25 August 2018 @ 04:02
    Excellent presentation!
  • MT
    Morgan T.
    24 August 2018 @ 10:11
    ARK also thinks Tesla is going to 4000$ a share in 5 years...I do think it's the future but i don't trust any numbers they come up with.
  • sB
    sylvain B.
    24 August 2018 @ 02:14
    superb informative presentation by Tasha. well done
  • SJ
    Stefan J.
    20 August 2018 @ 10:15
    Brilliant presentation ... Learned so much .. thanks RV
  • JL
    Jordan L.
    20 August 2018 @ 01:22
    The videos featuring Ark Invest have been extremely compelling. Keep them coming.
  • DL
    Dillon L.
    18 August 2018 @ 14:29
    Great stuff! Especially liked Organovo improving FDA clinical trials and reducing costs for new drug approval!
  • JS
    James S.
    17 August 2018 @ 12:58
    Some good names in Australia within this space. See A3D and TTT.
  • MY
    Michael Y.
    17 August 2018 @ 06:02
    Really enjoyed this, too.
  • DR
    Daniel R.
    16 August 2018 @ 23:36
    Enjoyed very much! If possible in the future, a summary slide of the companies mentioned would be helpful.
  • BK
    Brian K.
    16 August 2018 @ 20:59
    This was absolutely outstanding. Would love to see more material like this from RVTV.
  • GS
    George S.
    16 August 2018 @ 18:08
    So few people do a proper analysis of an industry's value chain. Fantastic video!!!
  • AP
    Arun P.
    16 August 2018 @ 17:52
    Great presentation!
  • JT
    Jimmy T.
    16 August 2018 @ 14:53
    The best RV piece I have ever seen...and there have been several excellent pieces. Great work. Actionable, new ideas, explanation, etc. This one has it all.
  • GP
    Gordon P.
    16 August 2018 @ 13:16
    Awesome presentation, Tasha, thank you
  • PG
    Philippe G.
    15 August 2018 @ 23:48
    Very well done!
  • JE
    James E.
    15 August 2018 @ 21:31
    Excellent video, please can we see more of these ‘discoveries’ pieces. Tasha is an impressive communicator.
  • FB
    Frank B.
    15 August 2018 @ 18:02
    Thanks for getting her on RV! Would love to hear more about Cathie and Ark. Patrick O’Shaughnessy had her on his podcast recently. She provides an in depth discussion on Ark Invest research framework and investing themes: Cathie Wood – Investing in Innovation - [Invest Like the Best, EP.97] from Invest Like the Best in Podcasts. https://itunes.apple.com/us/podcast/invest-like-the-best/id1154105909?mt=2&i=1000416930773
  • CB
    C B.
    15 August 2018 @ 17:52
    Interesting overview of a promising investment theme. Wish this were coupled with another video that dives into the specific companies and considers their valuations relative to outlook. Many of the names mentioned are trading at extreme PEs (ALGN, PTC, PRLB) or are unprofitable (SSYS, DDD), so hard to judge if there is value at today's prices.
    • BB
      Brooks B.
      15 August 2018 @ 18:58
      Can't remember how good the analysis was on this but there was a trade idea on DDD a while back: https://www.realvision.com/rv/television/videos/e85b6afb33ff4d6ba19d9eb885c7acce
    • EF
      Eric F.
      15 August 2018 @ 20:18
      To be fair these are growth stories so you can't judge them on current profit / loss or valuation. I think the point of this is to give you ideas to then research yourself. This video certainly gives a good concise overview with some good pointers in the direction of relevant companies.
    • CY
      CHIHLUN Y.
      17 August 2018 @ 05:26
      I have kept up with some ARK's analyses, and both they and Ms Keeney specifically are positive about Tesla, and I think this is the best way to understand their investment philosophy. They like revolutionary and visionary companies which if failed could lead to large losses, but if successful could see out-sized returns. As always, know one's own style before trading or investing.
  • JH
    Jesse H.
    15 August 2018 @ 15:19
    Truly excellent and very clear and well-presented. Please bring Tasha back. The whole area is fascinating and her communication skills were brilliant here.
    • PJ
      Peter J.
      16 August 2018 @ 17:40
      Yes, bring her back on a regular basis or build on the theme by getting other views in this area. 3D Printing, AI and Robotics are going to have profound changes over the coming years. It would be great to be educated and informed from an investment perspective as these areas develop through RV and its contacts.
  • PJ
    Peter J.
    15 August 2018 @ 15:09
    Excellent presentation
  • SL
    Suqin L.
    15 August 2018 @ 13:35
    Excellent presentation. Excited to see RVTV explore tech front area like this. This kind of material is what we expected. There are in depth discussions about the technologies, the developments and company names. Love it. 👍
  • MN
    Michael N.
    15 August 2018 @ 10:57
    PRNT ETF holds a lot of the companies that were mentioned. I'll be watching this one again. Great stuff RV.
    • CM
      Christopher M.
      15 August 2018 @ 15:33
      Tasha is an analyst for ARK Invest, they run 6 ETF's one of which is PRNT. PRNT is a 3D printing indexed equity ETF.
    • AK
      Arthur K.
      16 August 2018 @ 16:01
      That response reminded me that Ark Invest's Cathie Wood did a presentation on genomics March 7th.
  • JM
    John M.
    15 August 2018 @ 10:53
    Wow! This is an exciting area that I, like many others, had forgotten about. There is so much potential here and many more opportunities than I had imagined. Thanks very much!
  • PU
    Peter U.
    15 August 2018 @ 10:48
    Shelving new drug candidates because of liver toxicity issues unveiled in the laboratory is a lot less expensive than ending big clinical trial programs after they enlist armies of healthcare professionals, statisticians, and patients. With this in mind, the market had big expectations for Organovo's exVive3D Human Liver Tissue when it launched three years ago. Despite some early interest, the bioprinted tissue hasn't been able to compete against cheaper, simpler options. In the first half of the year, the company reported a disturbing reduction in contracts for its liver toxicology services. However, total product and service revenue grew 12% because of some surprising new sources of sales. Organovo set up the Samsara subsidiary to ensure a constant supply of the primary human cells used in its own tissue printers but has also been selling primary cells to clients at a profit. Organovo's printed liver tissue might be too expensive for simple toxicity screening, but they can also be used to model a specific problem drug developers are trying to fix, such as non-alcoholic steatohepatitis, high cholesterol, or cancer. In the first half of fiscal 2018, approximately 65% of Organovo's orders represented disease-modeling projects. Disease models and individual primary cells may not be the growth drivers we expected years ago, but it's encouraging to see that the company's new CEO, Taylor Crouch, has some near-term opportunities to focus on. Keep your eyes open for a lot more service revenue from these two contributors in the year ahead.

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