Behind the Balance Sheet · Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

#43 The Growth Investor - Tom Slater on Scottish Mortgage, China & the Mag 7

·1 hr 19 min·3 clips
We don't pitch stocks because pitching creates psychological traps we can't escape.
Tom Slater, manager of Bailey Gifford's Scottish Mortgage Investment Trust, discusses growth investing philosophy, organizational culture, and investment psychology. He explains why backing team enthusiasm over pitching stocks prevents behavioral bias, and shares how long-term focus reveals outlier opportunities.
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