Scottish Mortgage Invest... Share Discussion Threads

[pockstones] 20/11/2018 18:28

All the large tech stocks 20% off their highs yet the manager revalues upwards all his unquoted investments
Unquoted is where he has been investing a greater proportion of the trusts assets?

[actybod] 20/11/2018 13:03

Looks like 450 this afternoon.

[quepassa] 20/11/2018 08:08

Looking for rentry point nearer 400p.

Trump typical trade negotiation tactics with China will likely ensure further weakness before agreeing new trade agreements .

[lollipop1] 19/11/2018 20:22

Nio doing well.What price paid I do not know.

[actybod] 19/11/2018 17:57

Sharp drop - ready to take more at 450

[actybod] 15/11/2018 19:50

Holding firm in the chaos.

[samwn1] 08/11/2018 09:49

Eh que pasa amigo, tiene un dolor en tu cabeza?

[quepassa] 26/10/2018 10:20

Amazon down a lot in the premarket. Alphabet also.
Weaker than expected sales outlook. The bellwethers set the tone for the whole market. And the weather looks ugly.
Today's US futures down big-time this morning.




ScoMo still trading at around NAV.
Wouldn't surprise me in the least if a significant DISCOUNT TO NAV starts developing.


Is ScoMo going sub 400p on the back of the global tech sell-off??
Cannot be ruled out.


ALL IMO. DYOR.
QP

[quepassa] 25/10/2018 11:16

TESLA UP 10% in today's Pre-Market as Musk reports blow-away $311million profit.

Should help.

[quepassa] 25/10/2018 11:03

ScoMo is down almost 20% since the September peak.

Down a whopping 20% in a just month is telling you something about having a highly concentrated portfolio and outsize positions in individual stocks.

Near the point where all 2018 gains have almost been erased.

The question is when the market will turn.



Getting near the point of "When others are fearful, be greedy" .

Good Luck All.

QP

[nimbo1] 23/10/2018 11:21

yep some of this is already priced in but im not buying yet as it feels like a decent bear market is here - sell the rally seems to be the new strategy! Might be wrong and all that.

[quepassa] 23/10/2018 09:35

The Tech party's over.

Article in today's FT " Tech trade no longer safe bet for investors". P25.

ScoMo is running into a perfect storm:-

-Investors wholesale selling Faangs
-Extreme tech stock valuations rapidly deflating
-Tariff tensions
-Big-time China sell-off
-Rising interest rates


ALL IMO. DYOR.
QP

[actybod] 16/10/2018 21:30

Nice intraday. Friends continue to be investors here.

[nimrod22] 16/10/2018 09:08

Sold back in June, now worth buying back in again

[actybod] 12/10/2018 16:50

Yup yesterday. My friend added 100k at average of 465.

[thamestrader] 12/10/2018 14:06

I bought at 448, but that was yesterday.
Maybe Actybod was yesterday, too.

[jamesjoel] 12/10/2018 13:46

Todays low is £4.59 how did you add at £4.50?

[actybod] 12/10/2018 13:05

New investor added at 450.

[contrarian joe] 12/10/2018 11:25

Seems a helluva lot of fear in the market at the moment!!.

[nimbo1] 11/10/2018 11:42

too early to buy this yet - US could be set up to provide another battering today imo. obviously china holdings a massive drag too. waiting.

[quepassa] 11/10/2018 08:04

it's gonna be ugly today.

good point about the revaluations on the unlisted portfolio which are 15% of the portfolio.

Looks like heading towards 425p but will it go sub 400p?

Possibly.


ALL IMO. DYOR.
QP

[pockstones] 10/10/2018 15:21

Dear Quepassa would wait for further falls from the unquoted portfolio this chap will keep polishing the proverbial as long as he can

[pockstones] 10/10/2018 15:21

Dear Quepassa would wait for further falls from the unquoted portfolio this chap will keep polishing the proverbial as long as he can