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.

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.

May has come and gone and so it is time for another entry in my investment journal. It has been quite an eventful month, although I have been busy with exams. The markets are still rough and both my portfolios continue to be in the red for the year. Unity (U) has taken a beating and suddenly Alphabet, the parent company of Google has found a place in my portfolio quicker than anticipated. Let us have a look!

We made it through April... Barely. It has been the worst month in several years riddled with earnings disappointment and drama. Come check out what I feel about all this and how my portfolio is doing.

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.

March is over and it is time for another entry in my investment journal. It has been a great month with a lot of action - so come along for an update on the good deals I have been able to pick up before market recovery, a brand new position, and lots of changes to my Watch List.

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.