Cathie WoodVerified account

@CathieDWood

Founder, CEO and CIO . Thematic portfolio manager for disruptive innovation, mom, economist, and women's advocate. Disclosure:

New York, NY
ark-invest.com
Joined February 2014
348 Photos and videos Photos and videos

Tweets

You blocked @CathieDWood

Are you sure you want to view these Tweets? Viewing Tweets won't unblock @CathieDWood

  1. Pinned Tweet
    Jan 26

    With gratitude to our incredible analysts led by , our DoR, as well as our first-in-class marketing and compliance teams, I hope that you enjoy the very big ideas in Big Ideas 2021!

    The wait is over! - Download our annual report now!
    620 replies 528 retweets 5,628 likes
    Undo
  2. 21 hours ago

    Excited for this conversation!

    What might a post-pandemic market look like? What might the future hold for crypto? Don’t miss ’s on March 25 where ARK CEO/CIO joins Jan van Eck and Kevin O’Leary to weigh in on these topics and more! Register:
    97 replies 252 retweets 2,786 likes
    Undo
  3. Mar 21

    Human error accounts for ~85% of of auto accidents and fatalities. We believe that data will convince regulators that human-driven vehicles are weapons of mass destruction. They cause 35-40,000 deaths per year in the US and more than 1.25 millions deaths globally.

    Replying to @CathieDWood @TashaARK and 2 others
    I think you are accurate in all but autonomous ride sharing revenue. I’m bullish on their tech but bearish in government regulations. I’d say it’s <10% chance Tesla is approved for full autonomy ride sharing in significant world markets by 2025.
    694 replies 966 retweets 7,071 likes
    Undo
  4. Mar 21

    Ed Hyman, a well-respected economist, concocted this back of the envelope calculation to illustrate a point. Why did the PE of the S&P 500 top out regularly at 20-25X as the 10-year Treasury bond yield declined from 6% to 0.5%?

    Replying to @CathieDWood
    I respectfully disagree. The P/E on the S&P should be 1/(r-g), where r is the cost of equity and g is nom gdp growth. With an equity risk prem of 6% and 10-yr Treas yld of 2%, r=8%. With g=3%, P/E = 20x. If treas ylds are 3%, P/E will fall to 16.6x. At 4%, P/E goes to 14.3x, etc.
    126 replies 213 retweets 1,947 likes
    Undo
  5. Mar 20

    Oh yes, I forgot to mention how scarce exponential growth opportunities are likely to become as creates more winner-take-most opportunities like autonomous taxi networks!

    194 replies 288 retweets 4,383 likes
    Show this thread
    Show this thread
    Undo
  6. Mar 20

    The PE on the S&P 500 is likely to adjust to 2-3% nominal GDP growth as disruptive innovation creates “creative destruction” in the traditional world order. If 10-year Treasury yields were to settle in the 2-3% range, the S&P 500’s PE would adjust accordingly: 1/.03=33.

    113 replies 200 retweets 2,235 likes
    Show this thread
    Show this thread
    Undo
  7. Mar 20

    The equity market does not seem ever to have discounted 0.5%, 1%, 2%, or 3% yields on the 10 year Treasury bond. The PE on the S&P 500 has topped out at 20-25X regularly since the tech and telecom bust, even as 10-year Treasury yields have declined from 6%.

    Replying to @GoldMarket @jimcramer @CathieDWood
    I’m not sure you’re accounting for the dramatic rise in the 10 yr yield, and the extreme and absorbed PE ratios of some of these companies she’s buying. More pain ahead when you’re buying companies like Zoom that trade at 27x 2022 forecasted sales! 😳
    187 replies 485 retweets 4,453 likes
    Show this thread
    Show this thread
    Undo
  8. Mar 20

    Based on deeper research into Tesla’s technology, its breakthroughs, and its -hailing possibilities, has pulled together and updated our model with great input from and guidance from . Thank you for your tireless research!

    What is ARK’s price target for Tesla in 2025? Don't miss our brand new blog and model - now available! 📄:
    511 replies 1,459 retweets 8,604 likes
    Undo
  9. Retweeted
    Mar 15

    Last week was our March webinar with and the ARK Team. Now, you can watch a replay of the session! This month's spotlight: the 40-year bond bull market, the equity bull market, and the US linear TV space.

    30 replies 69 retweets 458 likes
    Undo
  10. Retweeted
    Mar 15

    | Issue 262 is live! In this week's newsletter: Gene therapy and cancer risk, tech giants and privacy standards, Starlink focusing on mobility market, Coupang e-commerce, autonomous systems, and more. Read it here! 📰:

    27 replies 103 retweets 616 likes
    Undo
  11. Mar 14

    Making choices.

    Giving is a choice. Honesty is a choice. Optimism is a choice. Happiness is a choice. Forgiveness is a choice. Spoken words is a choice. Teaching others is a choice. Respecting others is a choice. Showing gratitude is a choice. To live a recommendable life, make better choices.
    249 replies 710 retweets 5,848 likes
    Undo
  12. Mar 14

    Today, is celebrating his 88th birthday on the 64th anniversary of the Grammys. Wow! Everyone should take inspiration from Quincy at the lucky age of 88 as he prepares to take the industry to a new level.

    23 replies 36 retweets 593 likes
    Show this thread
    Show this thread
    Undo
  13. Mar 14

    In an upcoming podcast with music legend , we will address his incredible impact on the industry to date and the next exciting chapter he has planned to take music and artists to new heights.

    10 replies 27 retweets 542 likes
    Show this thread
    Show this thread
    Undo
  14. Mar 14

    According to ARK’s research, music streaming revenue in the US could grow at an annual rate of 15%, from roughly $10 billion last year to $20 billion in 2025. As we celebrate the Grammys tonight, I’d love to learn what others see in the future for artists and their music.

    30 replies 31 retweets 409 likes
    Show this thread
    Show this thread
    Undo
  15. Mar 14

    Thanks to streaming and bundling, the music industry recently surpassed the $24 billion peak hit more than 20 years ago in 1999. Tonight the will give the industry more cause for celebration, especially now that new platforms are evolving to reward all artists!

    94 replies 169 retweets 2,179 likes
    Show this thread
    Show this thread
    Undo
  16. Retweeted
    Mar 10

    A lot has happened since this chart was made ~3 years ago. I believe Bitcoin is now very close to achieving "reliable store of value" status.

    116 replies 750 retweets 3,144 likes
    Undo
  17. Retweeted
    Mar 10

    Linear TV and the cable box are a relic of the past. Don't miss our brand new blog by analyst on the demise of linear TV. Read it here!

    34 replies 83 retweets 575 likes
    Undo
  18. Retweeted
    Mar 9

    Transformers comprise the fourth pillar of deep learning. Our brand new blog, available now. Read it here! 📄:

    39 replies 128 retweets 676 likes
    Undo
  19. Retweeted
    Mar 8

    | Issue 261 is live! In this week's newsletter: Why did Square acquire TIDAL?, creator economy and NFTs, enzymatic DNA synthesis, and more. Read it here! 📰:

    33 replies 105 retweets 642 likes
    Undo
  20. Mar 4

    Companies involved in the revolution do not seem to be betting on heredity as a significant cause of disease? Curious.

    Sure, not all companies avoid it, but now that the molecular diagnostics arms race is in full swing, I’m surprised to see the lack of organic or inorganic pipeline expansion into germline. Maybe it’s viewed as a commodity or of little relevance? Scratching my head. (4/4)
    Show this thread
    325 replies 240 retweets 2,735 likes
    Undo
  21. Retweeted
    Mar 2

    Next Tuesday is our webinar, which means it's time to ask ARK! What questions do you have for & the ARK Team? Reply with your question & . We'll answer as many as we can in the webinar & a video response. Sign up:

    197 replies 97 retweets 784 likes
    Undo

@CathieDWood hasn't Tweeted yet.

Loading seems to be taking a while.

Twitter may be over capacity or experiencing a momentary hiccup. Try again or visit Twitter Status for more information.

    You may also like

    ·