Investor webinar: your questions answered | Scottish Mortgage | February 2025

Описание: A recording of the live webinar that took place on 19 February 2025. Scottish Mortgage managers Tom Slater and Lawrence Burns discuss the topics on shareholders’ minds, from the impact of the Trump administration and investing in China, to artificial intelligence and portfolio positioning. Capital at risk.

Chapters:
00:00:00 - Introduction and Webinar Overview
00:02:39 - Buyback Progress and Saba Capital
00:04:01 - Catalysts for Share Price Increase
00:05:48 - Impact of Trump's Administration
00:06:59 - Tesla and SpaceX Holdings
00:08:53 - SpaceX Valuation and IPO Prospects
00:09:46 - US Market Valuation Concerns
00:11:08 - Bubble Concerns and Precautionary Measures
00:13:50 - NVIDIA Stock Reduction
00:15:10 - AI Layer Opportunities and Beneficiaries
00:18:49 - New Investments: Revolut and Application Layer
00:20:36 - E-commerce and BYD Investments
00:21:51 - Lessons from China Exposure
00:23:05 - Current China Exposure and Risks
00:24:26 - DeepSeek's Impact and AI Competition
00:27:34 - ByteDance and Chinese Big Tech
00:29:29 - Alibaba and Tencent: Current Stance
00:31:20 - ByteDance Valuation and Comparison
00:32:32 - Geopolitical Changes and Resilience
00:33:52 - Horizon Robotics and Chinese Autonomy
00:35:18 - Benefits of Private Company Investments
00:38:04 - IPO Prospects and Market Dynamics
00:39:15 - Moderna Holding and Outlook
00:41:54 - Impact of RFK Jr. and Vaccine Politics
00:44:10 - Northvolt's Current Status
00:46:17 - Cloudflare's Long-term Potential
00:50:24 - Managing Volatility and Long-term Strategy
00:54:35 - Blue-sky Themes and Exciting Research
00:57:20 - Robotics and Real-world Deployment