Mastercard

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
Blue Whale's Stephen Yiu bets big on AI amid 'shifting regime'

US

Blue Whale's Stephen Yiu bets big on AI amid 'shifting regime'

Defends Nvidia's valuation

clock 02 August 2023 • 2 min read
Blue Whale bets on Mastercard and Visa as inflation hedge

Unit trusts/OEICs

Blue Whale bets on Mastercard and Visa as inflation hedge

Manager Stephen Yiu

clock 04 July 2023 • 3 min read
Deep Dive: Financial sector set to benefit from a non-zero interest rate environment

Markets

Deep Dive: Financial sector set to benefit from a non-zero interest rate environment

End of the European banks’ ‘ice age’

clock 19 May 2023 • 4 min read
US nominates ex-Mastercard CEO Ajay Banga as World Bank president

People moves

US nominates ex-Mastercard CEO Ajay Banga as World Bank president

Follows David Malpass

clock 23 February 2023 • 1 min read
Under-the-radar areas to watch after a bleak 2022

Equities

Under-the-radar areas to watch after a bleak 2022

Six experts give their picks

clock 05 January 2023 • 1 min read
Crypto overtakes gold as 'safe haven asset' amid Ukraine crisis

Alternatives

Crypto overtakes gold as 'safe haven asset' amid Ukraine crisis

Digital currencies have rocketed in value over the last week, with bitcoin having increased in value by more than 13% following sanctions on Russia, a nosedive in the rouble and increased geopolitical uncertainty.

clock 03 March 2022 • 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
Is the future of blockchain Irish?

Technology

Is the future of blockchain Irish?

Country is in a unique position

clock 17 September 2021 • 4 min read
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03

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04

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