Scottish Mortgage Invest... Share Discussion Threads

[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 !!

[quepassa] 13/12/2019 07:58

What a brilliant day and an astounding result. Three great results An enormous Conservative majority. Out with Corbyn . Out with Swanson. The country has spoken. Well done, Mr. Johnson. Well done The Conservatives

[wetdream] 10/12/2019 18:52

Single trade today of 2.5m shares.

[quepassa] 10/12/2019 15:15

Bookies odds on a Conservative Majority have TIGHTENED from 2/5 to 1/3. Labour Majority 33/1

[quepassa] 10/12/2019 11:45

I hope the BBC and Sky both play the FULL TAPES on prime time TV so that members of the voting public can hear first hand what Jonathan Ashworth feels and says about the Labour party, Labour's chances and their Leader. ALL IMO. DYOR. QP

[spangle93] 09/12/2019 13:48

Woud trust bookies more than the Pollsters, but anything could still happen when people go into their booths with a stumpy pencil

[quepassa] 09/12/2019 08:41

Labour now further widened to 16-1 TO WIN

[quepassa] 05/12/2019 07:35

Latest General Election odds: To Win: Conservatives 1/20 Labour 14/1 LibDems 300/1 Brexit Party 500/1 Overall Majority: Conservative 2/5 Labour 25/1 None 9/4 Go Boris.

[quepassa] 28/11/2019 19:33

Issued at a significant discount on the HK Exchange this Tuesday compared to the price of its existing US ADR listing, Alibaba has now surged 16% in HK in just 3 days and is now at a PREMIUM to the US listing. The New York ADR's have since also risen 5% to US$201 - nearly equalling its all-time-high. The question remains as to what Baba plans to do with the new $11bn it raised from selling equity in Hong Kong. This is on top of its existing massive $33bn cash pile. A potential purse of $44bn++ could buy Baba a lot of goodies and gives the company phenomenal room for investment, expansion and growth. With so much money.....who or what might they be tempted to buy? ALL IMO. DYOR. QP

[steve3sandal] 28/11/2019 12:00

Inditex don't sign a lease for longer than 6 months. If you want them you have to accept their terms. Something I picked up from Shroeder Europe Real Estate reports.

[quepassa] 28/11/2019 10:02

Once much vaunted by ScoMo as a core holding. Inditex May 2017 Euro 36 Today Euro 28 disappointing performance. one of the problems facing Inditex is the INCREASING GLOBAL FOOTPRINT of DIGITAL SHOPPING and Inditex is a major bastion of global high-street shopping at a time when high street shops are increasingly in decline. ALL IMO. DYOR. QP

[quepassa] 27/11/2019 18:36

Never ceases to amaze me that ScoMo never had a portfolio holding of PayPal. An obvious choice perhaps.... November 2016 $40. November 2019 $110.

[lollipop1] 21/11/2019 17:01

sp riseing,is it because of TESLA?

[quepassa] 19/11/2019 15:42

Wow! Latest bookies odds on who will win the upcoming General Election:- Tories : 1/14 Labour : 12/1 and Tories to get an Overall Majority : 6/11. Go Boris!

[tim1478] 09/11/2019 17:02

Unusual underperformance. Anyone know why?

[quepassa] 08/11/2019 07:57

Yes. Sickeningly full of misplaced hyperbole. Such hubris. Icarus syndrome.

[spangle93] 08/11/2019 07:25

I wish the directors would get off the fence and say what they really think ;-) "We are emphatically optimistic about the aggregate and underlying progress of our companies and therefore our portfolio. We see no evidence that the dim global economic conditions or the unappealing international political environment are undermining the tectonic shifts and structural advances driven by broadening and accelerating technological progress. We look forward to putting this case to investors in the months and years ahead"

[actybod] 05/11/2019 20:08

Nice bounce off 480. Heading to 550?

[quepassa] 01/11/2019 18:36

Official 12 month stats 30/9/18 to 30/9/19: Share Price negative/down 6.4% NAV negative/down 1.3% INDEX plus/up 7.8% A very poor and disconcerting September-to-September 12 month performance by ScoMo in my view against their chosen Index. A GAPING NEGATIVE 9% PERFORMANCE CHASM between NAV PERFORMANCE and INDEX. First time in last five years (didn't check further back) that ScoMo's NAV performance has woefully underperformed Index and hasn't far exceeded the performance of their Index. Oh dear. Not such an impressive performance by ScoMo when they are sailing into market headwinds. With strengthening sterling and ongoing China-US trade tariff tiffs, choppy and treacherous waters still lie ahead. ALL IMO. DYOR. QP

[quepassa] 01/11/2019 11:05

A very apt description of the moronic and thug-like SNP bench in the HoC.