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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Falling Knives
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Author: Blackswanny   😊 😞
Number: of 1198 
Subject: Scottish Mortgage Trust.
Date: 09/29/23 6:31 AM
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No. of Recommendations: 2
Any holders?
Any thoughts on valuation?
Thoughts in general?

I've not held an Investment Trust before, they're rather difficult to value. Obs it's trading at a discount to NAV c20% but if you have a collection of growth companies in there (which they seem to) and a lot of "blue sky thinking" as to the future then their portfolio is particularly hard to value vs good old fashioned discounted cash flow analysis.

I'd have thought their portfolio would be more Alphabet, Meta, and Apple rather than Tesla and Nvidia? If they're an old school value orientated IT. Their portfolio is more like Cathie Woods of ARK.
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This community has written 1,188 posts about Falling Knives. The article-length ones it recommended most:
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