A medium watch.
Surrounded by cool Tron-esque neon graphics, Baillie Gifford’s James Anderson and Tom Slater, co-managers of the Scottish Mortgage Investment Trust, explain their “invest in progress” philosophy in this video.
The pair talk about their long-term holdings, particularly giants such as Tencent and Amazon, which have made unimaginable progress from humble beginnings.
The rapid progress of technology has, they say, facilitated a whole raft of new business models and created some “very special companies”.
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