Blue Whale Growth

Investors split on whether AI investment case can justify Magnificent Seven's cap-ex growth

Global

Investors split on whether AI investment case can justify Magnificent Seven's cap-ex growth

Questions of a bubble mount

clock 17 September 2024 • 4 min read
'Today is going to be carnage': How funds dealt with a week of market volatility

Markets

'Today is going to be carnage': How funds dealt with a week of market volatility

Following Black Monday

clock 16 August 2024 • 4 min read
Blue Whale prepared to sell long-term holding Adobe if it fails to tackle 'AI opportunity'

Funds

Blue Whale prepared to sell long-term holding Adobe if it fails to tackle 'AI opportunity'

Former top ten holding

clock 14 June 2024 • 4 min read
Peter Hargreaves: Blue Whale will focus on 'land of opportunity'

US

Peter Hargreaves: Blue Whale will focus on 'land of opportunity'

Bearish on UK economy

clock 24 January 2023 • 2 min read
Blue Whale's Yiu sells Amazon following 'immense' inflationary pressure

US

Blue Whale's Yiu sells Amazon following 'immense' inflationary pressure

Stock 'violates' his investment thesis

clock 14 January 2022 • 2 min read
Blue Whale's Stephen Yiu adds Mastercard to top 10 holdings

Funds

Blue Whale's Stephen Yiu adds Mastercard to top 10 holdings

Has removed Visa from portfolio

clock 07 December 2021 • 1 min read
Blue Whale's Yiu on finding the 'holy grail' of inflation-busting companies

Funds

Blue Whale's Yiu on finding the 'holy grail' of inflation-busting companies

Microsoft a 'favourite example'

clock 16 November 2021 • 2 min read

Funds

Value investing is dead: Peter Hargreaves' stark prediction for 2021

'Old economy' will not return to previous highs

clock 19 January 2021 • 2 min read

Equities

High-flying Blue Whale Growth reveals post-coronavirus tech opportunities

Blue Whale Growth up 17.4% YTD

clock 07 July 2020 • 2 min read
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