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Introduction and purpose 

The buyback announcement

Elliott’s influence on the buyback 

Elliott and Alliance Trust

New ideas

The IPO market

Profits from private companies

Private company allocation

The Magnificent 7

AI Opportunities and examples

Ferrari

How is the buyback financed?

Elliott’s influence and alignment

TikTok/ ByteDance

Do the managers encourage IPOs?

Tracking private company fundamentals

Lessons on discounts and valuations

Debt levels of the Trust

Opportunities in India

Moderna

Tesla and Aurora

Ginkgo Bioworks

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Portfolio conviction

Personal Investment in Scottish Mortgage

Tom Slater, Lawrence Burns and Stewart Heggie sat in discussion.

https://video.bailliegifford.com/Investor_webinar-_your_questions_answered_96422_10045917_20240327T133910Z_1080p.mp4

Tom Slater and Lawrence Burns talk buybacks, private company valuations, and the astonishing progress of portfolio holdings.

Investor webinar: your questions answered

https://media.bailliegifford.com/mws/xaqjvu4m/20240328100139_transcript-investor-webinar-your-questions-answered-march-2024.pdf

Investor webinar: your questions answered

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