Scottish Mortgage Invest... Share Discussion Threads

[arja] 16/10/2020 15:27

i can not quite understand how this stock is at record high but nasdaq index is not and especially with it's unlisted holdings. any intra day weakness is a reason for buyers to emerge .

[chippyfriday] 13/10/2020 15:17

If it’s a Tuesday...Oh hang on , I’ve got to go and stop this nosebleed!

[spangle93] 12/10/2020 20:52

If it's a Monday, it must be a new record high. I think i've got a nosebleed

[quepassa] 12/10/2020 08:13

Meituan Dianping makes new ALL TIME HIGH at HK$276

[chc15] 09/10/2020 20:39

Yes I have this too, but why the big discount, I don't get it?

[quepassa] 09/10/2020 15:08

The bookies have now dramatically shortened the odds on Biden to win:

Biden 11-21
Trump 15-8


If they are correct, one can assume that this should lead to an improvement of US relations with China - which would of course be marvelous news for the markets and in turn for ScoMo with their concentration on US and China tech stocks.


It cannot be ruled out that ScoMo has SIGNIFICANT FURTHER UPSIDE POTENTIAL this year if we receive the highly likely post-election Biden Bump to the markets.

ALL IMO. DYOR.
QP

[quepassa] 09/10/2020 14:56

Coincidentally HRI have just released some stats and a Performance Report.

Inception of Fund in 1994 - Subscription Price 100p with NAV of 98.7p

Price today 1770p with NAV of circa 2000p


NAV has gone up roughly 20x since inception

£10,000 invested in HRI in 1994 now worth approaching £180,000.

With such solid/stellar performance the ongoing discount to NAV appears to me unmerited.

ALL IMO. DYOR.
QP

[quepassa] 07/10/2020 16:09

One notes and regrets that there have been no new articles on

hXXps://resoluteoptimism.bailliegifford.com/

since May 2019.


ALL IMO. DYOR.
QP

[quepassa] 07/10/2020 14:46

A highly-respected market interviewee on Bloomberg Radio has just given a three year stock price forecast on Amazon of $7,000.

ALL IMO. DYOR.
QP

[quepassa] 06/10/2020 07:04

Meituan Dianping UP 4.5% in HK today.

[bdog51] 05/10/2020 15:06

Good to see 10 quid is back in play, what a great IT this is.

[quepassa] 01/10/2020 15:33

What the bookies think.

UK and EU to sign a trade deal before 2021.

Odds:-

Yes: 2-7

No: 2-1

[quepassa] 01/10/2020 15:03

ZILLOW popping further.

High-street realtors are destined to go the same way as high-street travel agencies.
Into extinction. And replaced by digitisation.

Who co-founded Expedia? -Rich Barton.

The same Rich Barton who originally co-founded Zillow and who returned to Zillow as CEO last year.


ALL IMO. DYOR.
QP

[scrabster1] 01/10/2020 14:07

Hit it today between 10:00 and 13:00 before triggering lots of stops !

[chc15] 01/10/2020 13:36

Invetible profit taking here..

[quepassa] 01/10/2020 11:41

Palantir listed and started trading yesterday on the NYSE.

ticker; NYSE: PLTR


Another great exit and success for ScoMo's unlisted investment strategy.


ALL IMO. DYOR.
QP

[quepassa] 01/10/2020 10:07

1000p just printed.


QP

[chc15] 01/10/2020 09:50

Almost there..

[quepassa] 29/9/2020 15:05

Remarkably good results today from Baillie Gifford stable-mate Pacific Horizon.

The commentary and outlook make fascinating reading.

ALL IMO. DYOR.
QP

[rez1] 29/9/2020 07:18

Yes, feels that way but good progress yesterday and poss today too looking at futures?

[scrabster1] 28/9/2020 11:19

Creeping closer to the magic number !

[shepherd999] 25/9/2020 14:42

Why ? It's almost as if something is pushing down every time it get near ?