Coronavirus weekly round-up: Elon Musk causes bitcoin furore, UK economy strengthens and US inflation spooks stocks
Four investors mull the events shaping portfolios over the past week
tesla
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Can Baillie Gifford endure a long-term value rally?
Scottish Mortgage, BG US Growth Trust and Edinburgh Worldwide Investment Trust shares down 30% from mid-February highs
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Baillie Gifford American managers join James Anderson in slashing Tesla holding
Managers Tom Slater and Gary Robinson shunning the Faangs for the next gen of e-commerce and cloud services companies
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Scottish Mortgage two-day slump continues after Tesla sees shares pummelled
Managers James Anderson and Tom Slater sliced their stake in Elon Musk’s EV company to 5.1% at the end of January
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Scottish Mortgage managers dismiss notions £18bn trust is too big to take meaningful stakes in unquoteds
‘If there is a potential investor who can write the whole cheque… that is the phone call I will make first’
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Scottish Mortgage sells down Amazon over fears of ballooning market cap
First time James Anderson and Tom Slater have sold retail platform purely for investment reasons
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Hargreaves Lansdown blames trading system for customers losing out on Tesla
Crest outage also blamed for Bank of England delaying gilt auction
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Baillie Gifford forced to clip back Tesla stake due to concentration rules
Shares in Elon Musk’s company have rallied 452% in the year to date
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Jupiter fund conquered by ‘nemesis’ as Tesla soars
James Clunie and Crispin Odey were already underperforming before the stock tripled
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Jupiter’s Clunie shorts ‘nemesis’ James Anderson’s £7bn trust
Scottish Mortgage manager’s stance on Tesla flies in the face of ‘overwhelming’ negative news flow
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Can any metric justify soaring tech valuations?
Valuation metrics for Tesla and Faang stocks split investors
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Baillie Gifford and Blackrock clash over Tesla
Regulatory filing reveals which asset managers rejected bid to oust Elon Musk as chairman