Scottish Mortgage Invest... Share Discussion Threads

[uapatel] 16/6/2020 13:30

Noticed that a number of companies on the CNBC Disruptor 50 are held by SMT



Indigo Agriculture #3
Zip line
AirBnB
Ginko Bioworks

Maybe missed a couple as I think they maybe held by other BG Investment trusts.

[quepassa] 16/6/2020 08:40

Meituan Dianping makes a new ALL-TIME-HIGH on the HKEX today and surges by a massive 7.65% or HK$12.20 to HK$171.70

HKEX ticker: 3690.HK


Meituan Dianping official website:-

hXXps://about.meituan.com/en


ALL IMO. DYOR.
QP

[quepassa] 12/6/2020 10:12

This phrase " Thank you, Mr. Market" is borrowed from Benjamin Graham's seminal work titled "The Intelligent Investor".

Warren Buffet has frequently mentioned that Benjamin Graham was perhaps the greatest influence on his investing.

It is an important book to read with many fascinating observations about the irrationality -and opportunity- of market price fluctuations when buying long-term deep value stocks such as perhaps, ScoMo.


ALL IMO. DYOR.
QP

[ali47fish] 12/6/2020 09:55

why quepassa

[quepassa] 12/6/2020 09:01

Certain investors may consider yesterday's sell-off as a "Thank you, Mr. Market" moment.

[quepassa] 12/6/2020 08:53

Meituan Dianping

Ticker: 3690.HK


ScoMo have been mentioning Meituan a lot recently.

Understandably.

Just look at the new merger between Just Eat and Grubhub in the food delivery arena.

Meituan are by far the world's biggest food delivery group.

Do not miss two excellent articles in today's FT on Page 10 and the back-cover influential Lex column.


ALL IMO. DYOR.
QP

[spangle93] 11/6/2020 21:08

Sorry, I was going to report back on Tom Slater's talk, but he managed to send me to sleep in front of the screen.

I remember his saying that making macro market calls on sectors or countries is not a good policy in these times of crashing GDP, but individual stocks in the right places will benefit from changing habits, e.g. some of the online retailers that offer a shopping experience, or companies that facilitate it.

Having said that, the switch to renewables is one area where they believe there will winners to find.

[spangle93] 09/6/2020 17:40

Listen to the managers speaking in webinars to replace the live events



INVESTOR WEBINAR WITH TOM SLATER - 11 JUNE 2020, 4:00PM
The webinar with Tom Slater will take place on Thursday 11 June at 4:00pm.

INVESTOR WEBINAR WITH JAMES ANDERSON - 17 JUNE 2020, 12 NOON
The webinar with James Anderson will take place on Wednesday 17 June at 12 noon.

After the presentation the managers will take the opportunity to answer some of the questions which can be submitted in advance of the event

[quepassa] 05/6/2020 10:30

Premier Miton Group have just declared a 5.05% stake in Macau Property Opportunities Fund (Ticker LSE:MPO).

See after-hours MPO RNS dd.3/6

[quepassa] 04/6/2020 14:55

-CREATIVE DESTRUCTION IN THE AGE OF CORONAVIRUS-


Webinar Tuesday 9th June at 4pm hosted by Master Investor & QuotedData.

The webinar will be featuring ScoMo's Corporate Strategy Director.

Agenda sounds fascinating.


ALL IMO. DYOR.
QP

[quepassa] 04/6/2020 14:51

Avis Budget Inc (NASDAQ:CAR) now PLUS 100% at $28 since mentioned less than a month ago at $14 on 8/5 in post 862.

[quepassa] 04/6/2020 05:34

Yesterday two new ALL TIME HIGHS:-


1. ScoMo at 751p.

2. Herald Investment Trust at 1548p.


For such an outperforming Trust, Herald still has a significant c. 11% discount-to -NAV of 1742p


ALL IMO. DYOR.
QP

[quepassa] 02/6/2020 15:28

1.

A recent and very interesting article appears on the outstandingly good Baillie Giff/ScoMo website about their methodologies for valuing unlisted investments, including what they term occasional "ad hoc" revaluations.

Would agree that a major "event" has occurred which may call for a re-rating of the SpaceEx holding.


2.

I would like to see a piece from Baillie Gifford/ScoMo on the ongoing current debate over the listing of Chinese equities on NASDAQ versus the HKEX, as more and more Chinese companies are now using HKEX as a means of raising capital, diversification and as international trade tensions increase.

ALL IMO. DYOR.
QP

[davvero] 02/6/2020 14:57

I look forward to the dividend

[29palms] 31/5/2020 20:04

FWIW
As at 31st March 2020 portfolio valuation includes, as Unlisted Equity, Space Exploration Technologies and valuation circa £57.2m (2019 £50.5m)

Given momentous and successful events this weekend in SpaceX launch and dock with ISS I would imagine valuation of SpaceX holdings will merit a healthy increase in value.
As always,
DYOR

[hutch421] 28/5/2020 08:20

Yeah - took your message on 8th May on board and after a bit of research I took the plunge. Happy I did at the moment!

[quepassa] 27/5/2020 19:34

Post 862 of 8th. May refers re AVIS BUDGET INC (Ticker CAR) at $14.

Less than three weeks later and AVIS is now already UP by a stonking 50% at $21.


With global lockdown easing, will people/employees favour public transport (trains/planes/coach) or private cars for distance travel?

With Hertz in Chapter 11, which of Avis or Hertz will renters be more inclined to use?

Still see $50 within two years if not significantly sooner.

ALL IMO. DYOR.
QP

[uapatel] 21/5/2020 15:59

As long as you can look beyond the volatility, this is a good Investment Trust. Long Term Growth, low charges and the opportunity to be involved in some privately held companies, ie SpaceX.

[dennisbergkamp] 21/5/2020 15:54

Joined sooo late into this party! Gutted but I'm in

D

[quepassa] 21/5/2020 14:33

SHOPIFY (not to be confused with Spotify).

ScoMo have 1% portfolio holding of Shopify.



1.
Good article on page 8 in today's FT about Shopify's "incredible" shift to online sales. - One of the good reasons why CGI's near 10% portfolio holding is compelling.

2.
An astonishing statistic as we today celebrate Shopify's 5th birthday since IPO.

$10,000 invested in Shopify at IPO is today worth $457,692.
Total Return 4,478%
Average Annual Return 114.55%


ALL IMO. DYOR.
QP

[scrabster1] 20/5/2020 15:29

Cool thanks.

[scrabster1] 20/5/2020 15:16

Does smt hold Spotify ?

[quepassa] 20/5/2020 15:12

Spotify graph going ballistic.

Expecting them imminently to reach and storm through the post-IPO high of $195.

It would not surprise me if Spotify doubles by the end of the year.

An undervalued stock.

ALL IMO. DYOR.
QP