Billionaire-backed stock picker says tech bubble talk is for boomers

Blue Whale's top holdings are more dominated by brands that have become household names over the past two decades, including Google parent Alphabet Inc., Microsoft Corp.

The co-founder of London-based Blue Whale Capital, which has made big consistent gains from Silicon Valley bets, has some advice for market veterans warning of another tech bubble: calm down and buy the dip.

As Stephen Yiu’s main fund nears 1 billion pounds ($1.4 billion) after doubling its money in four years, the likes of Michael Burry are signaling that investors should beware of frothiness in parts of the tech sector. That doesn’t phase 43 year-old Yiu, who prefers the reliability of Google over Netflix Inc., or brands that are now so ingrained in the minds of millennials that the dot-com