What’s the common factor shared by companies that can switch direction in the blink of an eye? They’re usually still led by visionary founders, as Scottish Mortgage manager Tom Slater explains. As with any investment, your capital is at risk. Most of us think of the Amazon Prime subscription service as a wonderful retention tool, […]
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QuotedData’s James Carthew recently interviewed the two Baronesses that are part of the team fighting to fix the sector’s cost disclosures problem. 0:00 – Why and how did you get involved in the campaign? 3:31 – Why is this issue important for investors? 8:18 – Is legislation the answer to resolving this issue? 14:50 – […]
Interview with Lyrical Asset Management’s Andrew Wellington and GQG Partners’ Brian Kersmanc. Andrew and Brian discuss the impact and influence of macro on portfolio positioning and take a look at current stocks of interest?
From the recent buyback announcement, to private company valuations and areas of growth in the portfolio, catch up on the discussion between Scottish Mortgage managers Tom Slater and Lawrence Burns as they answer shareholder questions. Capital at risk.
Sands Capital’s Sunil Thakor looks at medical device company Dexcom – leader in the field of continuous glucose monitoring – and examines what makes it a high-quality growth business. Filmed in December 2023.
In the latest episode of the Scottish Mortgage Invest in Progress podcast, Lawrence Burns speaks to digital marketing company Brandtech’s CEO about how his company connects content, data and media to help global brands navigate the complexities of marketing in the digital age. Capital at risk. Listen to the podcast.
In Alliance Trust’s new series of stock spotlight videos, Veritas’ Andy Headly focuses on Airbus and talks about the qualities that make it so attractive compared to its closest competitor. Filmed in December 2023.
Jonathan Mills from Metropolis Capital talks about his conviction in the equipment rental firm, Ashtead, which supplies a wide range of plant and commercial equipment to companies in the UK, US and Canada. Filmed in December 2023.
In the latest episode of the Scottish Mortgage Invest in Progress podcast, deputy manager Lawrence Burns speaks to Climeworks CEO Christoph about why he thinks the carbon removal industry could be as big by 2050 as oil and gas is today. Capital at risk. Listen to the podcast below.
