Review of LF Blue Whale Growth fund holdings
Stock 'violates' his investment thesis
Asia Pacific leading the way in cashless transactions
As Blue Whale Capital turns three, founder and fund manager Stephen Yiu talks to James Baxter-Derrington about how he has navigated Covid-related volatility and why he continues to shun the most discussed tech names
Value investing is 'outdated'
Traumatic stockmarket falls have created value
Timing market "invariably pure luck"