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.