Stephen Yiu from Blue Whale Capital, exiting Amazon and Meta and looking at potential future tech winners, Investing Matters Podcast - Episode 8

Welcome to this brand new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts. What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insights on what aspects of Investing truly matters to them and what in their view should matter to investors. We hope this knowledge exchange benefits all and enables all those accessing and listening to these podcasts to achieve even greater investing success. With that in mind, welcome to this episode eight of Investing Matters, which is with none other than Stephen Yiu, the co-Founder, Managing Partner of Blue Whale Capital. Stephen is the Chief Investment Officer and Lead Fund Manager of the Blue Whale Growth Fund, which currently has around £940 million in assets under management. In this Investing Matters podcast, I discuss with Stephen his timely and shrewd exits of Meta/Facebook and Paypal just prior to their recent significant share price declines. We also discuss why he exited Amazon, where he sees long-term growth in the tech sector, valuations, the importance of research, teamwork, Microsoft, Adobe, what differentiates Blue Whale Capital, and enables Blue Whale’s outperformance, the Metaverse, potential future tech winners and much more. Stephen and Blue Whale Capital are already stars of the Fund industry and are very much destined for much more success, so this is a must listen. We hope you enjoy this podcast, and we look forward to hearing your feedback. Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.