INVESTING SHOW: Facebook and some US tech 株 are good value but I wouldn't buy Tesla, says Blue 鯨 経営者/支配人
The high-飛行機で行くing Blue 鯨 Growth 基金 has 得るd the rewards of the US 株式市場's bounce 支援する from the coronavirus 衝突,墜落 - 配達するing a 34 per cent 伸び(る) for 投資家s over the past six months.
The 全世界の 基金 - run by Stephen Yiu and 支援するd by Peter Hargreaves - is 投資するd ひどく in the US, which accounts for 72 per cent of its holdings and its 最高の,を越す ten features a raft of 科学(工学)技術-関係のある companies, 含むing Adobe, Facebook and Microsoft.
Considering the remarkable run that US 株 and the tech 部門 have been since the coronavirus 衝突,墜落 lows at the end of March, has the market become detached from reality - as some 示唆する - or have the world's 井戸/弁護士席-known 数字表示式の 指名するs 証明するd themselves far more resilient than people thought?
Stephen joins Simon Lambert on this episode of the 投資するing Show to 株 his 見解(をとる)s on what has happened with the market - and also why he sees some big 指名するs such as Facebook as value 投資s but would not buy Tesla or Netflix.?
The Blue 鯨 基金 持つ/拘留するs just 25 companies from around the world, which it considers to have the best prospects, resilient 商売/仕事 models and - perhaps surprisingly for a US and tech 激しい growth 基金 - and to be good value.
In fact, Stephen 述べるs himself as a value 投資家, but says that this 伴う/関わるs looking to 選ぶ up companies at a good price, rather than the 肉親,親類d of 取引 地階 value 投資するing 戦略 once 述べるd by 伝説の 投資家 Ben Graham as 選ぶing up pennies in 前線 of a steamroller.
Stephen discusses how this philosophy fitted with using a high 割合 of cash in the 基金 as the coronavirus 危機 攻撃する,衝突する to 追加する to holdings of アマゾン and PayPal at a knock 負かす/撃墜する price, but also then selling 負かす/撃墜する some of those holdings after their 株 prices ロケット/急騰するd in the sharp 回復.
He also 明らかにする/漏らすs why にもかかわらず Tesla riding out the 嵐/襲撃する, he doesn't see the company as one he would 投資する in and why although Netflix's subscription model is 高度に attractive it 苦しむs from the same 商売/仕事 model problems as 首相 League football clubs.
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