Відео

Would like to know about Nio

Literally no information in this short… pointless

Hi Iain, Thanks for the update and good to see you looking so well. All the best Paul

Thank you for this podcast. The insights and knowledge gained is way better than anything I have heard out there. The take away I got from the interview is that in order for companies to succeed during challenging times is that they need to focus on the main quest and not the side quest. Thanks again for sharing!

amazing investing perspective. i have learned a lot from you guys' fund philosophy. i have totally changed my investment philosophy from traditional cigar butts to the way you guys pursue. i would have never invested in tesla if i didn't change my investment philosophy.

no word on NIO.

What happened to Ginko

10.3 K Euros invested in January 2021 Currently worth 6.5 K Euros. The same investment in a basic S&P tracker was worth 13.71 K in January 2024. So basically BG completely useless at managing their client's money. Plenty of fancy documentation / videos but no competent execution. Far too much ( 30 % plus ) invested in private companies where there no real idea of what is going. Discount of share price to NAV and indication of low investor confidence. I should have invested in a few basic trackers through any of the cheap trading platforms at the time I invested in BG funds. I can set up a stop loss on any of these investments to trigger a sale to limits losses...not possible in BG investments.

36% since jumping in on Nov 2nd '23. Happy days.

The point on the investments being in emerging "markets" not "economies" is a good one. The case for China no longer being an emerging economy is a strong one, but as a market it's still very much emerging.

❤️👍🙏

Hey👋

Your first!

Interesting discussion but Baillie Gifford American Fund has been under-performing over the last 5 years. It has gone up 33% over the last 5 years whereas the S&P500 has gone up 57%. Due to the boom in late 2020/early 2021 this comparison will look much worse for BG over the next couple of years. Major mistake not to bank some of the massive gains in 2021 before the BG funds crashed.

As sixty five percent of my portfolio is invested with SMT, I find these presentations very informative. I trust the process and ignore the visissitudes of the share price.

Excellent conversation and description of chaordic organizations. This episode should have 1M views, not 1000. Thank you for this.

Excellent presentation. It has put my mind at rest 😊

Wallenbergs control Nasdaq Inc OMX (OMX was founded by Olof Stenhammar, Wallenberg-associate, as world's first electronic exchange), Ericsson, ABB (Swedish ASEA), AstraZeneca (Astra), Electrolux, Stora Enso, Wärtsilä, SAAB Aerospace, Atlas Copco, EQT Partners, Husqvarna, Höganäs, SKF, SEB, and many, many others. Marcus Wallenberg Jr was actually the man behind Assa, which later became Assa Abloy. Sweden was the most telephone-dense country in the world in the early 20th century. Ericsson was in China as early as 20th century. The other groups are Industrivärden (which is not family run), Kinnevik Group (Stenbeck) and Lundberg sphere.

. . . very articulate and well informed.

Just bought a large tranche in this trust. A fantastic way to invest in global companies that are likely to propel us into the future.

I suspect ESG will not be a consideration 5 years from now. If you can measure it, it won’t survive as a metric.

I love how James gets up close to the camera!!

My favorite investment trust. Great managers. Always keen to hear from Tom and James. Thanks all.

James invading my personal space lol

Combination of Moderna with Illumina has been a sure fire winner in the last few months along with EV companies like Tesla in America and Nio in China

Over the last 10 years Scottish Mortgage has been a great investment . Beat all its competitors hands down and then some more. There's no other Investment Trust out there quite like them. No one else combines Private Equity , Venture Capital , Smaller Companies , Technology , Innovative Global Disruptors in quite the way they do at such low cost .... Its annual fee of 0.37 % is not that much more than many passive funds. But what U get is a clutch of winners rather than every company in an Index.

Great video, thanks! Im resident in Spain, how can I buy BG?

Please wear headphones next time -

loved this

Sad that James retiring

...very illuminating. I’m always interested to hear what these two have to say as an investor in SMT.L. I watched this with the benefit of hindsight, having learned today that James Anderson will be sadly retiring next year. I wish him well. It was encouraging therefore to hear him speak highly of the next deputy manager, Lawrence Burns. As usual, lots of reasons to remain calm and stay the course.

Time stamp would be useful.

Brilliant - as one would expect from James and Tom. I admire these two portfolio managers, among many other things, for their intellectual curiosity that has yielded impressive investment returns. They are top notch and such a pleasure to hear their thoughts. Thank you gentlemen.

Thanks for posting 😉