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Investment Strategies / Falling Knives
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Author: Blackswanny   😊 😞
Number: of 672 
Subject: Re: Scottish Mortgage Trust.
Date: 10/01/2023 12:20 PM
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I watched this after posting. Answered most of my questions....

Fund manager interviews.

https://youtu.be/ojkcDNg7G6w?si=W7OUBGIEgCPS4x2s

The last paragraph of your post prob relates to their 30% of private investments.

I've since been bombarded with adverts from the trust on YouTube , that they are "investing in the future and pioneering growth investors" as you say just like ARK. All this is meaningless unless you have a handle on valuation and total returns absolutely matter.

I wonder why they shifted from traditional value to "innovation and growth" and when? perhaps jumping on a sales and marketing bandwagon....

Conclusion;

Not one I'll be investing in.
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