Thematic Investing

Today we will be learning about a new concept - thematic investing. Thematic investing refers to investing in companies within a particular theme that you believe will result in above-market returns in the future.


For example, Cathie Woods analyzes and chooses stocks based on five themes: artificial intelligence, robotics, energy storage, DNA sequencing, and blockchain technology.


For today’s activity, everyone will choose a stock of their choice that has given over 100% returns last year…yea 100% in one year :), and will also write down the theme that the stock lies within.

Recent Posts

See All

Future Predictions...

Now that we have discussed thematic investing and identified stocks that have had above-market returns in 2020, let’s try and predict the future :) Do some research to pick a one or two stocks that yo

Earnings Call

Given that earnings season has begun, our next activity will be dealing with earnings calls. Earnings calls are an important part of releasing quarterly earnings. In this call, management speaks about