You cannot outperform by doing what everyone else does. Stephen Yiu builds on that simple idea and adds what most investors miss. This episode covers narrative shifts, decision timing, and the discipline to change your mind fast. No hype, just usable thinking drawn from recent market experience. There is a quiet win, a prudent exit, and a challenge to a comforting belief. If you are curious about where human judgment still trumps the model, this episode of Outperformance Matters  is for you.

Capital at risk. Views we express on companies, asset classes and markets do not constitute Investment Recommendations and must not be viewed as such. Past performance is not a guide to future performance. This communication is issued by Blue Whale Capital LLP which is authorised and regulated by the Financial Conduct Authority.

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