Bitcoin and Blockchain: Embracing the Opportunities, Anticipating the Threats
Cryptocurrencies and blockchain technology seem to be constantly in the financial news. Industry prognosticators have spent countless hours considering the sectors that could be affected and what kinds of companies will be helped or harmed by these potential disruptors.
While nobody can predict the future, our Quality at a Discount investing framework enables us to evaluate certain paths that a business can go down and to identify businesses that can adapt to a changing world.
Weitz director of equity research Barton Hooper, CFA, joins Asset TV to break down the threats and opportunities that come with these potential industry disruptors. He discusses areas that could be impacted by the rise of crypto and blockchain, implications for specific companies on our radar, and the massive opportunity set these technologies could create down the road.
View the full video transcript here.
Value Matters / 07.27.2021
With stock valuations high, odds of continuing to earn strong returns in the short term may be low. But investors should stay focused on the long run and continue to take a patient, disciplined approach.
Video Insights / 03.23.2021
Weitz co-CIO Brad Hinton and director of equity research Barton Hooper join Asset TV to break down the six quality elements of our Quality at a Discount investing framework and how each element plays an important role in identifying above average to excellent companies.
The opinions expressed are those of Weitz Investment Management and are not meant as investment advice or to predict or project the future performance of any investment product. The opinions are current through the date of publication, are subject to change at any time based on market and other current conditions, and no forecasts can be guaranteed. This commentary is being provided as a general source of information and is not intended as a recommendation to purchase, sell, or hold any specific security or to engage in any investment strategy. Investment decisions should always be made based on an investor's specific objectives, financial needs, risk tolerance and time horizon.
Past performance is not a guarantee of future results.
Holdings are subject to change and may not be representative of a Fund's current or future investments.
Consider these risks before investing: All investments involve risks, including possible loss of principal. Market risk includes political, regulatory, economic, social and health risks (including the risks presented by the spread of infectious diseases). Changing interest rates may have sudden and unpredictable effects in the markets and on the Fund's investments. The Fund may purchase lower-rated and unrated fixed-income securities, which involve an increased possibility that the issuers of these may not be able to make payments of interest and principal. See the Fund's prospectus for a further discussion of risks.