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How to Invest for Growth, with Stephen Yiu | Ep.87
Manage episode 365826118 series 2806295
Content provided by Investing, Markets and Money and The Armchair Trader. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investing, Markets and Money and The Armchair Trader or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
This week we meet Stephen Yiu, CIO and Managing Partner of the Blue Whale Growth Fund. We discuss the rise of AI, have FAANG stocks had their day, and how Blue Whale's bottom-up approach to investing works. Get free alerts on market movers at www.thearmchairtrader.com 00:00 Intro to the Blue Whale Growth Fund 01:07 Stephen's career background 01:55 The shift in the market and how investor habits should change 05:28 What characteristics of companies does Stephen look for when stockpicking? 08:22 What is it about Microsoft that keeps it in the Blue Whale portfolio? 11:00 The technology sector and why the FAANGs are less attractive 13:38 Is the AI story overhyped? 18:45 How do you account for geopolitical risks in a global portfolio? 25:14 Applying ESG considerations to investments
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111 episoade
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Manage episode 365826118 series 2806295
Content provided by Investing, Markets and Money and The Armchair Trader. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investing, Markets and Money and The Armchair Trader or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
This week we meet Stephen Yiu, CIO and Managing Partner of the Blue Whale Growth Fund. We discuss the rise of AI, have FAANG stocks had their day, and how Blue Whale's bottom-up approach to investing works. Get free alerts on market movers at www.thearmchairtrader.com 00:00 Intro to the Blue Whale Growth Fund 01:07 Stephen's career background 01:55 The shift in the market and how investor habits should change 05:28 What characteristics of companies does Stephen look for when stockpicking? 08:22 What is it about Microsoft that keeps it in the Blue Whale portfolio? 11:00 The technology sector and why the FAANGs are less attractive 13:38 Is the AI story overhyped? 18:45 How do you account for geopolitical risks in a global portfolio? 25:14 Applying ESG considerations to investments
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Similar cu The Armchair Trader Podcast
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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