Blue Whale Capital's Holdings

Long_Equity
12-20 22:01

Here's how the holdings of Blue Whale Capital rank based on various metrics for quality and growth.

Which do you hold?

This is a list of 33 companies. I note their factsheet says they hold 28. So 5 of these companies are no longer held.

It's a odd to see such significant exposure to gambling ( $Evolution(EPM)$ , $Flutter Entertainment PLC(FLUT)$ , $DraftKings Inc.(DKNG)$ ), tobacco ( $Philip Morris(PM)$ ) and oil/gas ( $Canadian Natural Resources(CNQ)$ ).

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Comments

  • YueShan
    12-21 00:30
    YueShan
    Good ⭐️⭐️⭐️
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