Invest in Progress is a podcast brought to you by the Scottish Mortgage Team. It offers a backstage pass to the conversations that occur between our managers and visionary leaders solving some of the world’s most complex problems.
This podcast is for UK investors and existing Scottish Mortgage shareholders only. The views expressed are those of the contributors and should not be considered as advice or a recommendation to buy, sell or hold a particular investment. The content of this podcast was accurate to the best of our knowledge at the time of publication. Scottish Mortgage Investment Trust PLC (Scottish Mortgage) is listed on the London Stock Exchange and is not authorised or regulated by the FCA.
MercadoLibre: the company leading Latin America’s digital revolution
We talk to MercadoLibre about squaring up to Amazon and the need for constant innovation. In this episode, MercadoLibre’s chief financial officer, Pedro Arnt speaks to Scottish Mortgage’s deputy manager Lawrence Burns. The conversation covers the company’s early days, how it keeps Amazon at bay, and the firm’s role in shaping the future of the Americas. Meaning ‘free market’, its online marketplace lets smaller businesses sell to the masses. In addition, the firm delivers reliable, low-cost financial services to all via mobile apps. That includes many who don’t have a separate bank account. In doing so, it allows millions of people to pay and be paid, to borrow, lend and invest. In a region often beset by political and economic turmoil, the firm has the potential to generate huge long-term value for society and its shareholders. Read more:MercadoLibre: the fintech liberating financial services and ecommerce (https://www.scottishmortgage.com/en/uk/individual-investors/insights/ic-article/2022-q1-trust-44-the-latin-liberation-10010497)Why we own MercadoLibre (https://www.scottishmortgage.com/en/uk/individual-investors/holdings/mercadolibre) Presenter: Claire ShawAudio production agency: ListenProducer: Phil SansomExecutive producer: Suzy GrantProduction manager: Niamh KiddEditorial lead: Malcolm BorthwickCheck the podcast description to ensure this content is suitable for you. Your capital is at risk.
Zipline: why the sky's the limit for delivery drones
We talk to Zipline about building the world logistics system of the future.In this episode, Zipline's founder Keller Rinaudo Cliffton talks to Scottish Mortgage's manager Tom Slater. They discuss the benefits of working in Africa; how a mission can give a company its competitive edge; and their vision for approximating teleportation with instant delivery.Founded in 2014, Zipline’s first contract was with the government of Rwanda to deliver blood to its hospitals. Since then it’s expanded to Ghana, Japan, Nigeria, and the US, and moved beyond medical supplies to everyday shopping and groceries. While they’ve received attention for their innovative, clean-energy drones, it’s also their software infrastructure, organisational competency, and inspiring vision that has enabled their extraordinary growth.Read more:Effect of unmanned aerial vehicle (drone) delivery on blood product delivery time and wastage in Rwanda: a retrospective, cross-sectional study and time series analysis (https://www.thelancet.com/journals/langlo/article/PIIS2214-109X(22)00048-1/fulltext)Leapfrogging for Last-mile Delivery in Health Care (https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4214918)Presenter: Claire ShawAudio production agency: ListenProducer: Phil SansomExecutive producer: Suzy GrantProduction manager: Niamh KiddEditorial lead: Malcolm BorthwickCheck the podcast description to ensure this content is suitable for you. Your capital is at risk.
Welcome to Invest in Progress
What drives the world’s most innovative and exceptional companies? Scottish Mortgage invites you behind the scenes to witness the extraordinary conversations that are driving the future forward.In this fascinating series, we go from ecommerce to Alzheimer’s treatments, drone delivery to cultivated meat, to discover the real secrets behind visionary entrepreneurs – as well as what makes them potentially great cases for investment.Invest in Progress is a Listen production for Scottish Mortgage. The producer is Phil Sansom, and the executive producer is Suzy Grant. Mixing and sound design by Jonathan Last. From Scottish Mortgage, the presenter is Claire Shaw, the production manager is Niamh Kidd, and the editorial lead is Malcolm Borthwick.Check the podcast description to ensure this content is suitable for you. Your capital is at risk.