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In this interview, Stephen Yiu of Blue Whale Growth Fund takes Vox Markets through:

00:00 Outlook for equities.
01:42 Valuations
02:57 Investment strategy & portfolio construction
05:27 Canadian Natural Resources (CNQ)
09:52 Dexcom (DXCM)
12:47 When to take profits
14:57 Sartorius (SRT)
18:42 Veeva Systems (VEEV)
22:02 Autodesk (ADSK)
25:32 Nvidia (NVDA)
28:32 ASML Holdings (ASML) & Lam Research (LRCX)
31:57 Canadian National Railway (CNI) & Union Pacific Corp (UNP)
36:32 Kering (KER)
38:47 Charles Schwab (SCHW)
42:37 Mastercard (MA) & Visa (V)
43:42 Microsoft (MSFT)
47:42 UK largecap growth
50:12 How to invest in Blue Whale