James Cakmak on Netflix’s growth prospects following Q2 earnings
James Cakmak, Partner and a Portfolio Manager at Clockwise Capital, join Worldwide Exchange to discuss Netflix’s second quarter earnings...
For A Changing World
The risks inherent to the market have evolved, as investors face a backdrop of growing economic and market uncertainty. Fortunately, technology always iterates forward in the form of new innovations despite changes in the economic landscape. We believe we are at the beginning of a technology revolution enabled by the cloud internet infrastructure installed over previous decades. Companies who best leverage the cloud and artificial intelligence are increasingly able to grow sales without the addition of physical assets. Similar to previous industrial revolutions, this type of paradigm shift is typically accompanied by increased levels of volatility, as new companies disrupt old. We’re advocates of a broad and supportive diversification mix of non-correlated asset classes to accompany a cloud and A.I. driven investment focus. This can further smooth out the investing experience. We believe the opportunity cost of missing out on these seismic shifts is perhaps the biggest risk investors face. Successfully navigating this volatile transition from companies bounded by physical costs, to companies unbounded by cloud-enabled growth is our mission.
Check Out Our Latest News Appearances
James Cakmak, Partner and a Portfolio Manager at Clockwise Capital, join Worldwide Exchange to discuss Netflix’s second quarter earnings...
James Cakmak, Clockwise Capital portfolio manager, join ‘The Exchange’ to discuss digital advertising and tech stocks...
James Cakmak, partner and portfolio manager at Clockwise Capital, discusses what Amazon Prime Day means for the company, whether the company’s stock is rebounding, and more...
Check Out Our Latest Article Publications
Investing in ‘technology’ can mean many things. It can refer to manufacturers of computers, semiconductors, software, or even online travel companies. If the product or service touches a computer chip...
A year ago, the WSJ proclaimed the market isn’t like the dot-com bubble. We disagreed. A year later, the WSJ proclaimed the opposite. Again, we find ourselves on the opposite side of the argument…
Broad market indices have gone virtually straight up since the depths of the pandemic. Sure we had some minor corrections here and there, but the S&P and NASDAQ still soared...
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