Stephen Yiu

Investors wary of subscription model businesses as cost-of-living pressure increases

US

Investors wary of subscription model businesses as cost-of-living pressure increases

Share prices have tumbled

clock 11 February 2022 • 4 min read
Blue Whale adds Charles Schwab to top ten as interest rates rise

Unit trusts/OEICs

Blue Whale adds Charles Schwab to top ten as interest rates rise

PayPal and Meta removed

clock 09 February 2022 • 1 min read
Stock Spotlight: Microsoft makes a play as it eyes a vision of the future

Companies

Stock Spotlight: Microsoft makes a play as it eyes a vision of the future

Tech giant 'impossible to avoid'

clock 26 January 2022 • 3 min read
Nintendo 'biggest disappointment' of 2021 for Blue Whale's Stephen Yiu

Unit trusts/OEICs

Nintendo 'biggest disappointment' of 2021 for Blue Whale's Stephen Yiu

Review of LF Blue Whale Growth fund holdings

clock 18 January 2022 • 2 min read
Proceed with caution when navigating the metaverse

Technology

Proceed with caution when navigating the metaverse

Kathleen Gallagher gets well versed in meta

clock 14 January 2022 • 7 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
Tesla investors are looking the other way on Elon Musk 'red flags'

Companies

Tesla investors are looking the other way on Elon Musk 'red flags'

Stock is worth $1trn

clock 22 November 2021 • 7 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
The Big Interview: Blue Whale's Stephen Yiu brings fresh eyes to UK stockmarket

Funds

The Big Interview: Blue Whale's Stephen Yiu brings fresh eyes to UK stockmarket

New kid on the block

clock 26 October 2021 • 5 min read
Most read
01

The best and worst performing UK portfolios since Brexit

22 June 2022 • 4 min read
02

AssetCo continues shopping spree with acquisition of SVM Asset Management

21 June 2022 • 2 min read
03

Schroders: The cost of living crisis is forcing investors to change their investment plans

21 June 2022 • 2 min read
04

Baillie Gifford's UK arm sees funds under management drop £7.2bn

22 June 2022 • 1 min read
05

Industry Voice: Green bonds - a powerful way to take climate action

23 June 2022 • 8 min read
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