From Moderna’s vaccines to NVIDIA’s video chips, the opportunities are growing for Scottish Mortgage holdings. Join Scottish Mortgage’s portfolio managers as they answer questions put to them by shareholders.
Chapters:
1:15 Manager time
3:22 Investment trips
5:00 Performance of portfolio companies
6:45 Moderna
8:40 Valuations
12:43 Artificial intelligence
14:45 Portfolio transactions
18:40 CATL and Northvolt
20:22 Ocado
22:38 The IPO market
25:00 The 30% private companies limit
25:40 SpaceX
28:08 Interest rates and inflation
32:46 The discount
33:50 Private company funding
35:30 Valuations
39:00 Private company valuations
41:55 The discount
43:10 High-conviction holdings
46:00 Manager personal holdings
46:20 Concluding remarks
Discover more insights from our managers on our website: https://www.scottishmortgage.com/en/u...


Capital at risk.