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.

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!