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.

Unity (U) is one of my high conviction holdings and I have been buying the stock heavily throughout the year. Lately, the stock has amassed attention as it found itself in a confusing mess of now several merger and acquisition bids. Shortly after closing their first major acquisition of Weta Digital - a $1.625 billion deal - Unity made another bid to merge with ironSource (IS) for $4.4 billion and subsequently received an unsolicited counter-offer from ironSource competitor AppLovin (APP) just a few days ago.

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.