Stephen Yiu 🐳
@stephenyiu
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「Activist for Outperforming Active Managers 」Maximising your Investment with @BlueWhaleCap AUM $1.5bn+
London, England
Joined April 2009
“Fund management groups have done little to woo customers in recent years. So hats off to @BlueWhaleCap for taking a stand and waving a flag for good active fund management by deciding to reward its investors for their loyalty, thereby effectively increasing its value. ‘It’s incumbent upon fund managers to demonstrate to investors that we are offering something attractive,’ @stephenyiu told me. ‘It would be lovely if other investment houses followed our initiative.’ Let’s hope they do.” @jeffprestridge @MailOnline
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“Very bearish on $GOOGL – we are increasingly cautious about companies that are going to spend a lot of money on AI.” @GoodMoneyGuide
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“This is why @BlueWhaleCap reduced its exposure to $MSFT $META late last year and has a more positive view on the recipients of this spending, such as $AVGO $NVDA.” @EWallisWrites @FETrustnet
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$MSFT
If you are going to pay growth prices for a stock you need to believe its business is always getting better. But with Microsoft the likelihood of the model "deteriorating from here is higher than improving," says @stephenyiu. So maybe sell it.
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“Some investors have taken fright this week. I am instead energised by the latest development. It won’t be the last.”
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