Stephen Yiu

Blue Whale exits longstanding Nintendo holding in anticipation of 'mini-US recession' squeezing consumers

Funds

Blue Whale exits longstanding Nintendo holding in anticipation of 'mini-US recession' squeezing consumers

Sold out after just over four years

clock 13 May 2025 • 4 min read
Blue Whale ditches Meta and adds to Nvidia in market turmoil

Unit trusts/OEICs

Blue Whale ditches Meta and adds to Nvidia in market turmoil

Also trims Nintendo position

clock 22 April 2025 • 2 min read
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
Retail investors remain unfazed by recent market turmoil

Markets

Retail investors remain unfazed by recent market turmoil

Amid market recovery

clock 19 August 2024 • 2 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 adds Philip Morris to top ten amid push for 'smoke-free world'

Funds

Blue Whale adds Philip Morris to top ten amid push for 'smoke-free world'

Focus on alternative nicotine products

clock 06 August 2024 • 1 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
Blue Whale adds Broadcom to top ten on 'structural tailwinds'

Unit trusts/OEICs

Blue Whale adds Broadcom to top ten on 'structural tailwinds'

Semiconductor and software firm

clock 04 June 2024 • 2 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
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