Name: Investor webinar: your questions answered
Uploaded: 2024-03-28
Description: Tom Slater and Lawrence Burns talk buybacks, private company valuations, and the astonishing progress of portfolio holdings.

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Scottish Mortgage

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

Investor webinar: your questions answered

Scottish Mortgage Home

Read the transcript

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

ASML

Most exciting stocks

Portfolio conviction

Personal Investment in Scottish Mortgage

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

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Tom Slater

Lawrence Burns

Investment Manager, Partner

Stewart Heggie

Speakers

Overview

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

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