Edinburgh Worldwide Inve... Share Discussion Threads

[captain stock] 26/5/2021 19:15

- A decent leg-up.

[captain stock] 26/5/2021 19:15

Would be nice to see a leg-up happening at some point.

[brucek1812] 11/5/2021 17:16

Dipped under 300 at one point...not sure it will be back there again (hope not in any event)! Tesla drag here...

[peterpiper313] 08/3/2021 15:11

Ocado and tesla Price dropped around 25% plus price to NAV moved from +2.7% to -7.2%.
What chance of a reversal Tesla?

[lozzer69] 08/3/2021 15:05

Looks like all BG big bets are taking a big hit. I am still sticking with them as I believe when the rotation to value settles EWI and others will return to glory. 10 pc reversal in 2 hours no showing Blue !!!!

[peterpiper313] 08/3/2021 14:56

Tesla and Ocado the biggest drops in past month.

[lozzer69] 08/3/2021 12:55

Blimey currently down 35pc from ath. Must be near a support level soon.

[captain stock] 25/2/2021 19:45

Spoke too soon

[captain stock] 09/2/2021 22:32

Keeps on ticking up.

[topvest] 06/1/2021 21:44

I don't hold these - I didn't like what they were investing in. How wrong, I was!
Anyway, I still think that valuations in the hot sectors are crazy. Baillie Gifford are going to get some serious negative flows at some point when valuations collapse as they surely will. In the meantime, they are the best investment managers out there!

[poikka] 04/1/2021 15:08

Especially courageous looking at their big stakes in Ocado and Tesla, not to mention a few others. I lightened my holding by half, today.

[robow] 04/1/2021 11:52

yes and its a sizable chunk of change

[tartshagger] 04/1/2021 11:29

Good to see that non-exec director Mungo Wilson has put £128,000 of his own money into the company. Even if it's at the top of a long run up, directors investing is usually a positive sign.

[poikka] 19/12/2020 16:09

Tesla is on a p/e of some 170 for 2021. Is that justifiable, haven't got a clue, but is Tesla's business replicable? Why not?

Who would want to pay so much for a soddin car? Utter madness, unless you've absolute money to burn/waste.

[poikka] 10/12/2020 16:44

Got back into Monks after a short break. Tesla, I really struggle with, but I'm more than happy to let the investment managers do the thinking for me.

Ocado took a knock today, and I'm not totally convinced about the story there, either. Seems that BG and others are a bit too starry-eyed about the ability of some companies to use technology to zoom (excuse me) to ever greater heights. Whilst that has a logic when applied to some companies, whose clout can see off competitors, maybe it's been taken too far.

At some stage there'll be a sell-off, but we're not quite there yet.

[shavian] 23/11/2020 08:44

Poikka, are you still unconvinced by Tesla? I think Q3 results, Battery Day and now S&P500 inclusion have between then dispelled most lingering doubts and bankrupted many shorters.

[shavian] 23/11/2020 08:39

First new ATH since 12 Oct

[poikka] 04/9/2020 17:30

End of July

1 Tesla Inc 5.3
2 Ocado 4.8
3 MarketAxess 4.7
4 Alnylam Pharmaceuticals 3.9
5 Chegg 3.8
6 Teladoc 3.4
7 Zillow 3.2
8 LendingTree 2.9
9 Wayfair 1.9
10 Kingdee International Software 1.7
Total 35.6

Have to admit that I flogged Monks after a very good run. Let's see if the US market falls further.

[uapatel] 21/8/2020 15:29

“ Rolls-Royce partners with Reaction Engines for supersonic Virgin Galactic jet”
The Times

See that EWI hold Reaction Engines as a Unlisted company holding, around 0.4% of the portfolio.

[peterpiper313] 13/7/2020 14:43

Has anyone any comments on whats happening to Edinburgh Worldwide IT price going through the roof? No stopping it ? Raising new shares hand over fist increasing market value and the asset value with all this new cash at a rising premium. Where will it all end?

[caradog] 22/6/2020 14:18

I agree. I hold both.

[poikka] 21/6/2020 08:56

Yes, I forgot to mention that, but nothing compared to EWI's 4.0%. I was considering the belief in Tesla amongst fund managers - that I'm using.

Whatever, Monks and EWI good growth ITs, eh.

[caradog] 21/6/2020 06:07

At the end of May, Monks had 1.2% of its portfolio in Tesla.