After last month, I thought we may have been all clear, but it turned out to not be the case. Despite bleeding markets, several of my companies have had good things happen, which I share here. Also, an exciting new addition has made it to my Watch List.

July has been a month of great recovery. I look at earnings of some of my biggest holdings and news out of Unity and 3M.

Google is now trading at a decade-low Price to Earnings (P/E) and confidence in the company being a long-term stock pick winner is growing rapidly. I recently added Alphabet (GOOGL) to my portfolio as well, but with the stock recently becoming a lot more accessible to new investors, following their 20-to-1 stock split and the hype reaching new levels, I wanted to share some of my own long-term considerations. I hope this might also give some insight into the holistic approach I myself practice when I consider the full value and future positioning of a business beyond the numbers.

Summer is upon us, and the sun is out, so what better use of your time than to sit down and have a read through this month's entry in my investment journal? June includes a small update on Unity, stock split news, and a story of how I lost access to my Ethereum holdings.

Read about why I decided to invest in Nothing, a privately held company led by OnePlus co-founder Carl Pei, regardless of my disappointment in their recent event.

By the looks of it, Nvidia has now finally given up on acquiring Arm, possibly the most important semiconductor firm in the world. Here is what it means and my thoughts surrounding the topic. Will I be selling out?

It is the end of October, the scariest month of all and Halloween is upon us. But let us get through this together with an update on how things are going. It might not be so bad after all!

Diversification is often top of mind when it comes to investing and generally speaking it becomes more important as your investments grow. While I generally encourage diversification and claim it good practice I do believe many new investors go overboard in this regard and end up overdiversifying. How can you overdiversify? Well, lets have a look at that.