What’s your view on the Blue Whale Growth fund?

What’s your view on the Blue Whale Growth fund?

Here’s their portfolio. I see from their 13F that they also hold Roblox $Roblox Corporation(RBLX)$ .

ImageImage

To an extent. I personally wouldn’t own energy stocks, railways and gambling which they do.

I only own companies that improve their client’s profitability, efficiency or health. Gambling isn’t adding anything to society, if anything it is predatory.

It’s always surprising to see funds that hold tobacco and healthcare in the same fund.

https://twitter.com/long_equity/status/1775151933067502080

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

  • Top
  • Latest
empty
No comments yet