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Well, in our strategy, very often, we want profit momentum to be lousy in the short term.

Why? Because we want our companies to be investing aggressively now for going short term profits, much like Amazon and Netflix did.

In what, in many cases, is a winner take most market.

Welcome to the Baron Streetwise podcast. I'm Jack Howe, and the voice you just heard is Kathy Wood.

She's the founder and CEO of ARC Investment Management and the woman who beat the stock market by more than 100 percentage points last year in multiple funds.

Everyone wants to know, can Kathy keep her hot street going?

In a moment, she'll talk about that in her investing approach and what she sees ahead for two of her favorite high flyers, Tesla and Bitcoin.

If you're one of Kathy's investors, you'll be delighted. If you're a value investor who feels we're in a bubble, you might be raising an eyebrow, maybe even flaring one nostril.

And if you like me, you're mostly intrigued and fairly jealous and naturally skeptical and just a little bit hungry. Small breakfast.

Listening in is our audio producer, Meta. Hi, Meta. Hi, Jack.

Meta, please prepare your most joyful sound effect because I have some good news. You have party horns. You have a choir of angels.

You know what? Do you have angels with party horns? I'll see what I can do.

The news is, my kids are going back to school. And I mean, real school, an actual building that is not my house.

Thank you, party angels.

I have many friends who've safely sent their kids to school since the start of the school year. Everyone's circumstances are different.

We decided to wait out the winter and our schools have done a great job and there's an opportunity coming up to switch from remote schooling to in-person schooling and we feel ready.

...