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Stock stories

Discover what's special about the companies in our portfolios and what we think the future holds for them.

TSMC

Investment Specialist Qian Zhang unwraps TSMC, the company behind the world’s most advanced chips, and explains why we are excited about its future.

  1. Amazon: Stock Story

    Jon Henry gives three key reasons why tech giant Amazon remains a special investment.
    November 2025
    Video4 minutes
  2. SMC: Stock Story

    Sarah Clark explores how SMC powers automation with precision pneumatics with engineering excellence.
    November 2025
    Video0 minute
  3. Adyen: Stock Story

    Beatrice Faleri explores Adyen, the one-platform engine for unified commerce.
    November 2025
    Video4 minutes
  4. Netflix: Stock Story

    Ben James delves into Netflix's transformative journey from a DVD rental service to a global streaming giant.
    November 2025
    Video4 minutes
  5. Wise: Stock Story

    Thomas Hodges highlights how Wise’s fast, low-cost money transfers enhance global payments.
    November 2025
    Video3 minutes
  6. TSMC: Stock Story

    Qian Zhang unwraps TSMC, the company powering modern life.
    November 2025
    Video3 minutes
  7. Tencent: Stock Story

    Fernanda Lai explores how Tencent became the super-app pioneer connecting over one billion users.
    November 2025
    Video3 minutes
  8. Alnylam: Stock Story

    Richie Vernon explores the revolutionary drugs transforming patient lives.
    April 2025
    Video3 minutes
  9. Cloudflare: Stock Story

    Ben James highlights how one cybersecurity approach is redefining digital infrastructure.
    March 2025
    Video4 minutes
  10. Nexans: Stock Story

    Lucy Haddow examines the sub-sea cable manufacturer crucial for the offshore wind and energy transition.
    March 2025
    Video3 minutes
  11. ASML: Stock Story

    Paul Taylor explores the cutting-edge semiconductor technology advancing the digital revolution.
    March 2025
    Video3 minutes
  12. L'Oréal: Stock Story

    Katie Muir discusses how innovation and a positive culture have fuelled the success of the world’s leading beauty enterprise.
    March 2025
    Video3 minutes
  13. Moutai: Stock Story

    Ben Buckler investigates the Chinese brand dominating the global luxury drinks market.
    March 2025
    Video3 minutes

Stay tuned

Our investment specialists are excited to bring you a growing collection of some of our most noteworthy investment cases.

Keep checking back here to explore our expanding library of stock stories.

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Baillie Gifford Overseas Limited provides investment management and advisory services to non-UK clients and is authorised and regulated by the UK Financial Conduct Authority. Baillie Gifford Overseas Limited is not licensed under the Regulation of Investment Advising, Investment Marketing and Portfolio Management Law, 5755-1995 (the “Advice Law”) and does not carry insurance pursuant to the Advice Law.

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Baillie Gifford Overseas Limited does not provide investment advice. If you are in any doubt about whether an investment is suitable, you should seek independent advice.

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