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“The pessimist sees difficulty in every opportunity. The optimist sees opportunity in every difficulty.” Winston Churchill (1874-1965), British Statesman and former Prime Minister Economic Update The first few days of February had distinct echoes of January with the contrasting fortunes of two prominent American technology companies taking centre stage. Facebook The month had only […]
Tags: Amazon, Facebook, inflation, Russia, Ukraine
Category:
Investment management
On one of Stephen’s first visits to the region since COVID-19, Sam Petts of the Clarion Investment Committee caught up with him over lunch in Manchester. Blue Whale represents one of the core global positions within the Clarion Investment Portfolios. Peter Hargreaves and Stephen Yiu set up the investment business Blue Whale Capital in 2017 […]
Tags: Amazon, confidence to invest, Meet the manager, Microsoft, sell-off
Category:
Investment management