20 years of investing: what I’ve learnt, and my best and worst investments

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  • Опубліковано 14 чер 2024
  • James Thomson has been managing Rathbone Global Opportunities for over 20 years. In an interview with interactive investor’s collectives editor Kyle Caldwell, he explains that one of the biggest investment lessons he's learnt is that “expensive doesn’t always mean overvalued”. He uses Nvidia as a recent example. It has seen its price-to-earnings (P/E) ratio fall from 70x earnings to 30x earnings due to the market “underestimating the earnings potential of the growth of this business".
    Thomson also names his best and worst investments over the 20-year period, credits his mother for one of his holdings, and explains that he's been looking more closely at the UK market, as it is an area that he'll be increasing exposure to in the coming months.
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КОМЕНТАРІ • 9

  • @cliveb9639
    @cliveb9639 2 місяці тому +3

    Thank you. I very much appreciate the uploading of these informative interviews.

  • @willij5149
    @willij5149 2 місяці тому +2

    Fantastic insight, James has been one of the best you have had on the channel!! Keep up the great work Kyle and team 😊

  • @coderider3022
    @coderider3022 Місяць тому

    Good interview, he was open and honest and gave us some good analysis behind his wins and losses. Rather more fund manager interviews went like this, others tend to give the sales pitch. It would make me more interested to trust a manager like this to invest in. Comes close to benchmark and average price for managed.

  • @aknevv
    @aknevv 2 місяці тому +2

    Very interesting, thank you ❤

  • @royed31
    @royed31 2 місяці тому +1

    Would be more attractive to investors if was an Investment Trust Structure

    • @TimComley
      @TimComley 2 місяці тому

      not for me it wouldn't

  • @informer-365
    @informer-365 2 місяці тому

    US banks have done great! This guy talking like it was dead

    • @TimComley
      @TimComley 2 місяці тому +1

      He will know more than you

    • @informer-365
      @informer-365 2 місяці тому

      @@TimComley mate I've done terribly in investing tbh most people know more than me. Even crypto bros make my investments looks stupid. Both the s&p and crypto have performed me