Scottish Mortgage Invest... Share Discussion Threads

[quepassa] 05/8/2020 19:12

Paypal now squarely through $200 at new ALL-TIME-HIGH and set for further outperformance.

Up 100% since the beginning of the year.

[quepassa] 05/8/2020 19:11

Paypal now squarely through $200 at new ALL-TIME-HIGH and set for further growth.

Up 100% since the beginning of the year.

[quepassa] 04/8/2020 06:37

MEITUAN DIANPING has SURGED in today's HK session by a massive 7.5% to a new ALL-TIME-HIGH of HK$216.

ALL IMO. DYOR.
QP

[uapatel] 03/8/2020 13:45

Bloomberg interview with James Anderson

[quepassa] 03/8/2020 11:27

1.

On the back of the DOUBLING in share price so far this year from HK$ 100 to HK$200, the ScoMo portfolio holding percentage of MEITUAN DIANPING has shot up to 3.2% at end-June.

Meituan Dianping was at end-June the 7th. largest holding in the ScoMo portfolio.



2.

It is also interesting to note that the ScoMo fund traded at a 0.5% Discount at end-June whereas this has currently risen to a 1.4% PREMIUM.

3.

It is interesting to note that three Chinese companies ( Baba, TenCent,Meituan) now (deservedly) populate ScoMo's top-ten holdings in 3rd,5th and 7th slots respectively..

At end-June, these three companies alone accounted for some 14.5% of Scomo's Total Assets.




ALL IMO. DYOR.
QP

[29palms] 02/8/2020 22:36

SpaceX mission to ISS completed safely with splash down off Florida coast @ 7.48pm UK time 👏👏👏👏
Will enhance value attributed to unlisted holding in the portfolio.

[quepassa] 31/7/2020 14:47

Amazon UP a massive 6% at US Open today.

[quepassa] 31/7/2020 09:04

US futures positive today on back of buoyant Big Tech results after a few lack-lustre sessions.

Recent dollar weakness vs. sterling and other currencies astonishing. Sterling now at 1.30 having recently flirted with 1.20.

ALL IMO. DYOR.
QP

[quepassa] 31/7/2020 09:03

Blow-out BIG TECH figures/results yesterday

ALL IMO. DYOR.
QP

[quepassa] 31/7/2020 09:03

Zillow Inc.

New ALL-TIME-HIGH at $68.

Make no bones about it.

Zillow is on its way to becoming the global leader in digital real estate services. The upside potential of that massive but still highly fragmented market is yet to be fully appreciated and correctly valued by the markets.

ALL IMO. DYOR.
QP

[quepassa] 31/7/2020 09:00

A deeper dive into ScoMo's portfolio holdings plus other interesting BIG TECH situations

[uapatel] 31/7/2020 08:10

Jockthescot,

SMT doesn’t hold Zillow in its portfolio. At least not as per the list of holdings on the website.

[jockthescot] 30/7/2020 20:44

Uapatel - apologies, but does that mean SMT does hold Zillow?

Thanks in advance.

Jock.

[lollipop1] 30/7/2020 19:42

With the plug on Trustnet,STRIPE may be one to watch

[uapatel] 30/7/2020 18:40

Yep, Zillow is in Edinburgh Worldwide portfolio

[lollipop1] 30/7/2020 18:03

Don't think SMT holds Zillow

[peterbill] 30/7/2020 15:11

Lawmakers From Both Sides Take Aim at Big Tech Executives

[ali47fish] 24/7/2020 09:09

quepassa what do you mean- a bit of a retrace for smt-when do i add?