11 Jul 2022 13:33
In this Investing Matters podcast, we discuss with Stephen his timely and shrewd exits of Meta/Facebook and Paypal just prior to their recent significant share price declines. We also discuss why he exited Amazon, where he sees long-term growth in the tech sector, valuations, the importance of research, teamwork, Microsoft, Adobe, what differentiates Blue Whale Capital, and enables Blue Whale’s outperformance, the Metaverse, potential future tech winners and much more. Stephen and Blue Whale Capital are already stars of the Fund industry and are very much destined for much more success, so this is a must listen.
Listen to episode 8 here - https://www.lse.co.uk/media/the-london-south-east-investing-matters-podcast-episode-8-stephen-yiu-from-blue-whale-capital.html