Scottish Mortgage Invest... Share Discussion Threads

[lollipop1] 14/2/2020 11:34

When is results due?TIA

[quepassa] 13/2/2020 21:10

Indeed.
SMT has an unrivalled performance and track-record.

But sometimes, given their outstanding internal research capabilities and understanding of the new technologies, it surprises that some names like PayPal and Zillow are not spotted early on as potential star-performers in their search for future outperformers given their belief in the asymmetry of equity returns.

[panshanger1] 13/2/2020 20:15

No one gets it right all the time !!Avoiding the disasters is key Long term performance here has been superb and have been a happy holder for over 10 years myselfDYOR

[quepassa] 13/2/2020 19:20

Zillow IPO'd @ $20 in 2011.

Price now $156 (allowing for 3 for 1 share split).

Going ballistic.




PayPal IPO'd in 2002 @ $13 and now $120

Destined to dwarf MasterCard in my view.


How could ScoMo miss these?


ALL IMO. DYOR.
QP

[panshanger1] 11/2/2020 16:08

Tempted to top slice after a nice run and new high A lot of tech in the portfolio which makes me nervous with the behaviour of the Tesla share a case in point Trump will want to keep the party going till November tho

[its the oxman] 10/2/2020 19:40

Doubt you will ever buy this sub 400p again. Buy it below 700p while you still can.

[robow] 07/2/2020 08:14

on Sharepad the discount shows at 2.3

[bluelynx] 07/2/2020 06:34

My target buy price, given the bubble valuations of the investment held in this Trust would between £3.50 - £4.00. Even at that price the valuations would be very high.

[ali47fish] 06/2/2020 22:19

ox the disount on citywire is 4.5 pc- is this correct- i thought it went back to a premium as the share price went up quite a lot in the last few weeks- so maybe still an opprtunity to add

[uapatel] 06/2/2020 20:15

Interesting link on SpaceX and possible Starlink IPO

[its the oxman] 05/2/2020 13:53

Not sure why this trading at a small c.2% discount to nav these days, used to be a small premium.

[steeplejack] 04/2/2020 13:12

Yes and up another +15% preopening.Extraordinary as shorters being squeezed.

[quepassa] 04/2/2020 07:35

Tesla up a jaw-dropping 20% yesterday.

[steeplejack] 30/1/2020 21:40

Could be a very good day tomorrow on the back of Amazon

[uapatel] 30/1/2020 10:28

I also think the Private Company weighting will add some stability to the NAV as they don’t trade on the market whims. Doesn’t mean short term it’s not volatile, just look to add more for the long run when funds are available. This form part of my growth element in my SIPP.

[steeplejack] 30/1/2020 08:58

The last year hasn't been that easy for SMT.Amazon and Alibaba have both been dull by comparison with the likes of Apple.Tesla has been the trust's shining light.The stock is trading at a small discount to NAV currently.Theres no point worrying about the onset of a bear market.Better to concentrate on SMTs design to buy and hold companies with fairly unique prospects.

[bluelynx] 27/1/2020 13:39

Fair point!

[peterbill] 27/1/2020 11:49

It depends on what your aim is ... short term, no one knows, long term, i.e. 10 years or more ... this is likely to be higher than present.

I have several grandchilderen with small holdings in this and MNKS. Happy to hold for the long term.

[bluelynx] 27/1/2020 09:51

I would not be surprised if this Trust falls in price if there is a recession, the valuation of their listed companies is extremely high. I certainly would not buy in at the current price, especially as we are well overdue for a down turn in most leading economies.

[peterbill] 16/1/2020 05:44

Scottish Mortgage is the largest investment trust on the market, at nearly £7bn of net assets and has a very distinctive approach. The managers (James Anderson and Tom Slater) emphasise taking a long term view, and employ a concentrated global portfolio of stock picks.


Top Ten Holdings1 Amazon.com 8.8% 2 Illumina 7.4% 3 Alibaba 6.8% 4 Tesla Inc 5.9% 5 Tencent 5.7% 6 ASML 4.0% 7 Kering 3.7% 8 Ferrari NV 3.0% 9 Netflix Inc 2.6% 10 Ant Int. Co 2.5% Total 50.5%

[its the oxman] 08/1/2020 13:58

Sitting near the all time high c.590p - sweet.

[bigwilly1986] 20/12/2019 14:11

I sold 20% of my holding on Tuesday, what a mug. Why are we going up?

[panshanger1] 20/12/2019 11:16

All time high !!