Unity is caught in a mess of Mergers & Acquisitions
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.
I made my first (small) investment in a private company
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.
Starbucks is a high-quality business and my next dividend growth play
this post, I want to share why. I chose this stock despite its relatively low yield and various short-term uncertainties - but a few aspects of this business makes this one uniquely high quality and a great long-term holding.
Do not panic: Even at the worst of times
Record level inflation, rising interest rates, and a Russian invasion have put the markets under stress - and even if you have managed to avoid the worst of it, stocks are still as volatile as ever. Investors are worried about the short-term outlook - But here is why you should stay invested for the long-term.
Making sense of the Chinese crackdown
A long list of signficant events have taken place in China throughout this year. The Evergrande situation is only the latest in pushing Chinese markets down. Does this present and oppotunity for you as an investor or should you stay away entirely?
Why I am not selling: Tesla
Holding Tesla stock is controversial. Fortunately I am a long term investor and have held since 2016, already enjoying massive gains. But why not sell out now? Here is why I continue to be bullish on Tesla.
Why Tattooed Chef is the most attractive plant based stock right now
Exiting my long term position in Virgin Galactic (SPCE) which you can read more about in last month's update, I unexpectedly had the opportunity to buy into a new position - It did not take me very long, as I had been eyeing a particular stock for a while. That stock is Tattooed Chef (TTCF) and here is why.
Monthly Update #005 – May 2021
An update with a portfolio in the red for the month and two new purchases. A dividend update and huge news coming out of AT&T... And then I have been struggling with exams.
A situation overview of the semiconductor industry, the shortage and more...
Since my last writeup the world has entered into a semiconductor shortage, intel has put in place a new CEO, Nvidia is going all in on the data center business and much much more...
CRISPR - A gene editing technology to solve disease and an incredible growth opportunity
Breaking down what CRISPR is and how we can use it to solve disease. My case for CRISPR Therapeutics (CSPR) and my investment strategy.