Scottish Mortgage Invest... Share Discussion Threads

[brucie5] 12/12/2023 11:27

Yes indeed.

[hazl] 12/12/2023 08:06

Lovely bowl seems to be forming.

[hazl] 08/12/2023 10:51

Good vibes for us here in my opinion.

[hazl] 08/12/2023 09:08

It often seems to do this,, drops first thing and recovers, or goes positive, soon after.

IMO

[hazl] 07/12/2023 16:47

Nvidia amazing how it's held up.

[hazl] 07/12/2023 13:15

Nasdaq up premarket ought to be better this afternoon

[hazl] 06/12/2023 21:29

No wonder we have been rising!


Nvidia shares in focus as they agree to follow US rules on exports.
Source Investopedia.

' 1. Nvidia Shares Rise After Saying It Will Make Chips That Comply With US Export Restrictions

Nvidia (NVDA) shares rose 0.8% in pre-market trading after Nvidia CEO Jensen Huang said that the chip maker would develop new products that meet U.S. export restrictions to China. The comments come days after Commerce Secretary Gina Raimondo warned U.S. companies against selling AI-enabling chips to China.1'


Edited at 21.35

To be fair they have dropped since but if you look at their seven year chart they have remained high.
Amazing performance.

[hazl] 06/12/2023 09:30

Well done SMT keep it up!

[hazl] 04/12/2023 16:43

Peetle he has developed an ability to make the launch cheaper on his rockets so I heard.
Love him or loathe him he's a very clever fella'.

imo

[peetle] 04/12/2023 11:59

Musk did recently tweet that Spacex was cashflow neutral, though I wouldn't hold my breath.

[hazl] 04/12/2023 11:58

Looks like the premarket not so good for The Dow and The Nasdaq so things have softened.

[hazl] 04/12/2023 10:52

Will Space X list it's Starlink soon?


There's a thought.

[hazl] 04/12/2023 10:48

Scottish Mortgage top 10 holdings

ASML
NVIDIA
Amazon
MercadoLibre
Moderna
Tesla
Space Exploration Technologies
PDD Holdings
Northvolt
ByteDance

[lord loads of lolly] 03/12/2023 23:12

loganair - and it seems to me you’ve a closed mind with an agenda.

[loganair] 03/12/2023 20:49

It seems to me the attitude of SMT fund managers towards their private retail investors is one of "Give me your money and don't ask any questions."

[lord loads of lolly] 02/12/2023 21:27

hazl - nothing we don't already know really.

A lot of funds are currently trading at a huge discount to NAV.

SMT has rarely traded at much of a premium to NAV, but the gap became unusually wide (i.e. a large discount to NAV) between January & September this year.

Since then, it has narrowed slightly but is still substantial.

[hazl] 01/12/2023 12:25

Undervalued according to NAV.


30 November 2023
Legal Entity Identifier : 213800G37DCS3Q9IJM38
Cum Par NAV 802.31p XD

Cum Fair NAV 830.62p XD

Ex Par NAV 802.01p

Ex Fair NAV 830.32p

[hazl] 01/12/2023 09:54

I feel we have turned and am hopeful going forward for now.

[hazl] 30/11/2023 18:33

It is what it is and these sort of stocks will always be influenced most of all, by the general market sector, in turn reflecting political and economic events.
So to some extent I agree.

However good to read up on their investments and glean a picture of their insights and reasons for buying.

I have learnt some interesting info along the way.
For instance, I am ashamed to admit I was rather in the dark about the size of the surace area of the moon.
Rather saddened in a way to think about them mining it, but perhaps it's better than further plaguing our earth resources.

Did I say that is about the same size of Africa, in terms of surface area?
I was amazed.

[lord loads of lolly] 30/11/2023 12:35

NAV discount is closing. Currently around 12%. Not that long ago it was 20%.

Suggests sentiment may be starting to improve marginally. But of course, things could always go into reverse again. We really need to see this trend being sustained over the next six months or so, before drawing any conclusions.

[hazl] 29/11/2023 12:59

Scottish Mortgage Investment Trust PLC (SMT) 28 November 2023
Legal Entity Identifier : 213800G37DCS3Q9IJM38
Cum Par NAV 804.01p XD

Cum Fair NAV 832.21p XD

Ex Par NAV 803.69p

Ex Fair NAV 831.89p

[hazl] 29/11/2023 10:05

The next article was again the Times
' The stocks that could boost your retirement fund 900%' by David Brenchley.

Now it cites previous winners from 2013 which might be easy to do in retrospect, but it goes onto say how to find companies that might be winners going forward.

He suggests the semi conductor sector as a starting point.
Ian Mortimer states chips are used in so many sectors now that they ought to be successful in any economic cycle!

He says look for firms that aren't super expensive but where returns can compound over time.
He said few of the companies providing chips are the same.
Nvidia it states is a 'fabless' semiconductor firm which designs and sells the chips.
It doesn't make them.
It says share prices might have soared this year but they are still reasonable in these chip companies.
I haven't time to write the different suggestions,here but it finishes with a caution.


'Finding ten bagger stocks is not easy.
But what's even harder, Mortimer said,was hanging on for the ride.'


IMO

[hazl] 29/11/2023 08:33

So ought to benefit greatly.

IMO

[septblues] 29/11/2023 08:30

The space market opportunity is orders of magnitude greater than the value of SMT. SMT is a tiny player in very large markets.