Scottish Mortgage Invest... Share Discussion Threads

[merie] 15/6/2018 08:32

I will let you know in six months!

[wtacraig1] 15/6/2018 08:28

Pricing not getting a bit toppy here?

[quepassa] 14/6/2018 16:46

Stunning recovery by Tesla from $250 just a month ago to $350 now.

Looks to me that Tesla will shortly be retesting its 2017 All-Time-Highs of $380 and go through it.

Recent announcements about lay-offs at Tesla and improving production costs have vastly improved investor sentiment.

ALL IMO. DYOR.
QP

[quepassa] 14/6/2018 12:04

The most fantastic and readable article (p. 26-34)in the current June edition of Fortune Magazine.

Amazon has gone from position 492 in year 2002 in Fortune's ranking of Top 500 companies by revenues to position number 8 this year.

The article talks amongst other things about Amazon's recent purchase of Whole Foods.

I just love the sub-title to the article which says it all: " What does the e-commerce titan want from its surprise purchase of Whole Foods? Not much- JUST TOTAL RETAIL DOMINATION" !!!


The article mentions how if you get purchasers to start buying daily essentials of food and household items from you, that they linger in the "virtual" aisles and buy other goods.

The article talks about the enormous Traction of Amazon Prime and how when customers sign up (which is a stunning service and worth every penny) they just keep on coming back for more " Once you're a prime customer, you don't go anywhere else".

It is mind-boggling and hard to believe that " More than 40 cents of every dollar consumers spend on the Internet already go to Amazon - an astonishing sum"

The article continues elsewhere that " Other Industries at risk of Getting Amazoned .......Apparel. Banking. Furniture. Event tickets. Delivery".

What an astonishing company.

Can Amazon overtake Walmart at no.1 eventually with $500 billion in revenues? In my opinion this can and will happen sooner than one might imagine.


Amazon still has a long, long, long way to run......." What does the e-commerce titan want from its surpise purchase of Whole Foods? Not much- JUST TOTAL RETAIL DOMINATION"


Maybe Mr. Anderson needs to find a clever way of allowing ScoMo's portfolio to be invested in more than 10% of a single stock because Amazon still has enormous growth potential which will further drive its share price.

But well done to ScoMo for being an early investor in Jeff Bezos.


ALL IMO. DYOR.
QP

[quepassa] 12/6/2018 15:14

Ctrip big recovery in last month by 20% from $40 to $51.

It reached $60 last year before slumping but heading back up.

Returning from a recent investor trip to Singapore, the great coach-loads of Chinese tourists thronging everywhere point to a bright future for Ctrip as the legions of the new Chinese middle-classes develop a seemingly unquenchable thirst for overseas travel.

ALL IMO. DYOR.
QP

[lollipop3] 12/6/2018 14:56

Any chance of £6 by Christmas ?

[quepassa] 11/6/2018 10:51

Herald Investment Trust has now gone through the £1billion market cap milstone.

Well done to Katie Potts and team at Herald. Earlier posts refer.

Whether its bigger cap tech like ScoMo or smaller cap tech like Herald, looks like the tech sector is the place.

Further new all-time highs for ScoMo.


ALL IMO. DYOR.
QP

[caradog] 07/6/2018 10:36

Obviously. I only mentioned it to balance your calculation of tuppence-ha'penny on the NAV. :)

[quepassa] 07/6/2018 08:35

This isn't a dividend stock but a growth stock!

can't complain about a Total Return of nearing 30% over 12 months!

better than any of the myriad zombie 5% yield funds

[caradog] 07/6/2018 08:11

QP, don’t forget, ex-dividend today. A massive 1.68 p.

[quepassa] 07/6/2018 06:43

Tesla closed yesterday's session UP a WHOPPING +10%.

ScoMo's fifth largest holding at 5.2% of portfolio as at end April.



That move alone will add tuppence-ha'penny to today's NAV.


QP

[quepassa] 06/6/2018 16:42

Another good day in store tomorrow for ScoMo.

Tesla is UP 6%
Ctrip is UP 3.5%

Baba breaking new all-time highs in each of last few sessions and now a few pennies short of $210



My top pick USA - Zillow Inc- going ballistic. Destined to become in my view the no.1 GLOBAL go-to real estate portal.
Dunno why ScoMo don't have a big chunk of Zillow. Surely the largest value market in the world must be the total combined global value of all real-estate. The portal which comes to dominate that market concept will be a financial phenomenon. -Anyone who has followed the fortunes of Rightmove will grasp the true potential of the real-estate portal that is Zillow.


ALL IMO. DYOR.
QP

[quepassa] 01/6/2018 08:43

The bombastically named website , Resolute Optimism, sees Mr. Anderson writing a couple of articles/blogs during May.


Good article by Anderson 17/5.
Latest article 31/5, in my opinion, lacking depth, but has great validity.

hXXps://resoluteoptimism.bailliegifford.com/articles-home-page/


SMT share price doing very well.

ALL IMO. DYOR.
QP

[quepassa] 29/5/2018 15:21

BABA now over $200 pers share.

Amazing/

QP

[quepassa] 22/5/2018 18:18

welcome!

link to HRI website. An outstanding fund manager (read Katie Potts' bio) but Herald is a house which keeps a lower profile and does not (unlike ScoMo) court financial media limelight. A more and refreshingly discrete house-style.

hXXps://www.heralduk.com/


ALL IMO. DYOR.
QP

[rrr] 22/5/2018 17:40

I didn't know of Herald, QP, thanks for that. I like the performance - and the discount as you point out.

rrr

[quepassa] 22/5/2018 09:44

FWIW

My other TOP PICK of the IT sector which has fared even better than ScoMo over the last year is Herald Investment Trust (Ticker HRI) run by the outstanding Katie Potts who founded Herald UK.

Herald has moved in twelve months from 950p to 1360p or + 43%, better than even ScoMo which has moved c +30%.

Both have done fantastically well. HRI (or HIT as they sometimes get called) equally focus on tech and multi-media but also comms and prefer the smaller sector.

Whilst ScoMo now trades at a premium, HRI still trades at a massive 10% discount which, in my view, is wholly undeserved.

What do ScoMo and HRI have in common? Sectors. Conviction-investing. Outstanding and motivated managers.

Who knows but maybe HRI has some of tomorrow's tech titans tucked away in its small-cap portfolio.

For anyone who has not yet cottoned on to HRI, you will soon. Their market cap is about to break the £billion mark any day now.


Good luck all

ALL IMO. DYOR.
QP

[quepassa] 22/5/2018 07:34

Sterling looking very weak again.

Excellent news for ScoMo which is so heavily US$ weighted.


A new ALL TIME HIGH again yesterday at 512p+.


For the record, Top Ten Holdings at 30/4/18:

Top Ten Holdings
Holdings % of Total Assets
1 Amazon.com 10.5
2 Alibaba 7.1
3 Tencent 7.0
4 Illumina 6.4
5 Tesla Inc 5.2
6 Baidu.com 4.3
7 Kering 4.1
8 Inditex 3.5
9 Netflix 3.0
10 Ferrari 2.9
Total 54.0



ALL IMO. DYOR.
QP

[rrr] 21/5/2018 14:26

Yes a rise indeed.

[lollipop3] 10/5/2018 21:57

Blimey what a nice rise in share price recently

[quepassa] 09/5/2018 19:06

502p printed prior to noon today.

QP

[quepassa] 08/5/2018 16:17

maybe in your trading experience but not mine.

[pvb] 08/5/2018 16:00

500p any time now methinks.

Please don't do that!

I remember how I used to think like that with my portfolio after a good run up. It was invariably the Kiss of Death...

[quepassa] 08/5/2018 14:23

Yesterday's great run on Faang-Street pushed ScoMo's NAV up another four and a half pence to 481.5pence.


500p any time now methinks.

ALL IMO. DYOR.QP

[quepassa] 08/5/2018 11:56

Big jump in NAV from 470p at close for Thursday 3rd to 477p for Friday 4th.

Should also be an good uplift another of another few pence for yesterday when US was open but UK closed.

ALL IMO. DYOR.
QP