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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Manchester & London Investment Trust Plc | MNL | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 11.00 | 1.51% | 738.00 | 16:35:21 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 746.00 | 738.00 | 746.00 | 738.00 | 727.00 |
| Industry Sector |
|---|
| EQUITY INVESTMENT INSTRUMENTS |
| Top Posts |
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Posted at 27/1/2025 17:22 by takeiteasy Dan Ives US tech analyst on his twitter feed today - nai/dyor etc@DivesTech The bears dominate the weekend narrative and try to scare investors this is a black swan moment. It’s actually the opposite. If inference training accelerates it speeds up AI Revolution..bullish for hyperscalers, Nvidia and use cases. DeepSeek impressive LLM..it ends there ยท 5h No US Global 2000 is going to use a Chinese start-up DeepSeek to launch their AI infrastructure and use cases. At the end of the day there is only one chip company in the world launching autonomous, robotics, and broader AI use cases and that is Nvidia DeepSeek is a competitive LLM model for consumer use cases…launchin |
Posted at 21/1/2025 09:34 by takeiteasy hxxps://www.gurufocuSummary Stanley Druckenmiller urges investors to buy AI stocks, citing pro-business momentum and accelerating AI adoption under Trump Article's Main Image Billionaire investor Stanley Druckenmiller believes optimism is returning to markets and is urging investors to buy artificial intelligence (AI) stocks. Speaking to CNBC, Druckenmiller said he sees pro-business momentum under Donald Trump's administration, with CEOs feeling “relieved and giddy.” He believes companies adopting AI to cut costs and boost productivity will outperform. While he didn't name specific stocks, Druckenmiller last year sold his holdings in Nvidia (NVDA, Financial) and Microsoft (MSFT, Financial)—a move he has since regretted. His current portfolio, based on SEC filings, includes Coherent Corp. (COHR, Financial), Natera (NTRA, Financial), and Coupang (CPNG, Financial). nai/dyor etc |
Posted at 10/1/2025 09:58 by takeiteasy nice update from TSMC today"TSMC’s latest sales figures may also give hope to investors that the the demand for artificial intelligence chips and services may continue into 2025...." nai/dyor etc |
Posted at 22/12/2024 17:09 by posh johno This article from today's Sunday Times explains some of the background.There's plenty of other coverage in the likes of City AM, The Investors Chronicle, the Daily Mail and the Financial Times. The individuals behind this initiative may well be self-interested Wall Street carpetbaggers, but anything that shakes up the sleepy world of investment trusts has to be welcome. Particularly if it brings new money into the sector and starts to shrink some of the eye-watering discounts. hxxps://www.thetimes |
Posted at 22/12/2024 17:02 by posh johno Has anyone seen what Saba Capital is doing to shrink the discounts to NAV at seven underperforming and/or small investment trusts where they have requisitioned general meetings to remove the boards and appoint new directors to consider options to reduce or eliminate the persistent discounts?As an investor in investment trusts, this feels like good news and a long overdue initiative - irrespective of the merits of the individuals behind Saba Capital. If it puts investment trusts in the news and starts to attract new retail investors it has to be positive for investors generally. Manchester & London is plainly showing stellar performance compared to benchmark indices and the Manager holds a reassuringly large personal stake, but still suffers from a persistent large discount to NAV. Anything that helps shift that discount across the sector has to be a welcome development for investors. hxxps://www.mindtheg |
Posted at 12/12/2024 05:13 by takeiteasy Our manager very recently:" We see the AI revolution occurring in 4 stages. Stage 1 is the development of the hardware and infrastructure, Stage 2 is moving data to the cloud and organising it so that AI agents can operate on that data. ..We have always cautioned that stage 3, which is the monetisation of AI applications, may take longer"We need to be patient "stage 1" investors imvho - we know AMD's GPU chip is only recently being scaled up and NVDA's blackwell is rolling out globally from early 2025. MNL is following a strict process through to a conclusion over the years ahead. Our "stage 2" names include MSFT and Google. Google offering is in the early phase of roll out - video blog demo imvho is simply jaw dropping blog.google/technolo MSFT offering www.techradar.com/pr also hxxps://glassalmanac e.g. New AI Copilot Browser Agent video imvho is equally jaw dropping hxxps://www.geeky-ga MSFT is the main investor in OpenAI/chatGPT4 which is now embedded across their offerings - it is only hosted on MSFT servers so MSFT charge if any other cloud wants to access it for their clients. So I see there are two very exciting stage 2 alternatives we are investing in both having their unique moats - the results of these developments should show up in 2025 results. None of this is intended as advice, more to explain why we are where we are. I.e. as the penny drops the investors may return to MNL...just check the share price response to the google AI news this week. nai/dyor etc |
Posted at 12/11/2024 13:25 by iminterested In reply to taking profits, its actually easy to take profits as an investor or trader, but then you need to re-allocate the funds realised. Its also not unrealistic that traders take profits too soon and run losses for longer. The key p0int is whilst MS continues to buy for his account he his telling all investors that the price is still cheap relative to future expectation of where the shares will be etc etc How many fund managers at Schxxxxrs have their own skin in the game, I ask?Ultimately if investors want a less concentrated fund then there are plenty to choose from, however if you believe that MS concentrated portfolio will give the most upside, then stick with it , its our choice to decide how we allocate our assets, its MS choice how he allocates assets in MNL, that's it in a nutshell.As for discount to NAV that's everywhere and buybacks aren't the best solution, marketing and interest rates are. However winning CITYWIRE again does help and re this years end of year result will help. "Build a better mousetrap, and the world will beat a path to your door" I do think its funny when someone goes back to University to get a computer science degree, w AI + Quantum Mechanics and is has to explain his investments to stodgy fund managers with PPE degrees from OXbridge. This reflects my personal, experiences re PPE, not me having MS's academic background. |
Posted at 18/10/2024 14:05 by takeiteasy I wonder if the BTC level of recent volatility simply spooked a sufficient number of folks never to return...I also wonder whether we will need to get a way higher discount of say 26-30 percent to draw any investors back here. Would not mind a pint down the pub with our manager to get his take on it all. We simply do need some larger institutional investors to provide some basic level of liquidity... |
Posted at 17/10/2024 09:59 by takeiteasy The main chipmaker to Nvidia Corp. and Apple Inc. now expects sales to climb roughly 30% in US dollar terms this year, up from previous projections for about a mid-20% rise. That’s after TSMC reported better-than-predicteTSMC’s outlook should help tamp down concerns that investors misjudged AI and semiconductor demand. Those fears crystallized after chip industry linchpin ASML Holding NV stunned markets by reporting about half the orders investors had expected. On Thursday, TSMC Chief Executive Officer C. C. Wei sought to dispel those doubts. “The demand is real and I believe it’s just the beginning,” Wei said, echoing a number of executives including Nvidia’s CEO. In terms of overall chip demand, “everything yahoo finance update nai/dyor |
Posted at 25/9/2024 18:39 by posh johno From today's annual financial report for the year to end July I've extracted the Manager's comments around concentration and diversification risk.He makes some good points and suggests not having all your eggs in the one Manchester and London basket if you are a retail investor who is uncomfortable with the volatility and potential loss: "Concentration Risk We always seek as diversified a portfolio as we can possibly construct but we must address the concentration risk within our portfolio. Our top two holdings – Microsoft, and Nvidia – represented around 59% of our NAV at the period end and our top 5 holdings represent about 78% of our portfolio. Sadly, we do believe the outstanding winners from the Ai era may in time be counted on the fingers of two hands. So what are we meant to do: diversify to dilute performance? Punish our winners for proving they are elite? The logical conclusion to this risk for shareholders that are Retail Investors is that our Fund should form part of a diversified portfolio. Please do not over-concentrate on our Fund if you cannot afford to bear potential loss. However, it is worth noting that according to two of the leading ratings agencies MSFT has a better credit rating than US sovereign debt. May I remind you that the limits on portfolio concentration per our Investment Policy are as follows: “No single holding will represent more than 20% of gross assets at the time of investment. In addition, the Company’s five largest holdings (by value) will not exceed (at the time of investment) more than 75% of gross assets.” We do prioritize risk reduction in our approach, aiming to partially hedge specific risks that concern us (but hedging requires luck in its timing) and, in addition, avoiding any holdings that give us nagging doubts. “Three-quarter – CNBC headline August 2023. Conclusion The risks are varied, numerous and material but the Era of Ai is in its youth. Ai offers investors a first-class ticket to what could be one of the most exciting investment and economic periods of the century. Long the Future." M&L Capital Management Limited Manager 25 September 2024 |
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