Investment Review day 9 of 50: Lockheed Martin $LMT Lockheed Martin is one of the world’s largest defense contractors, with products and services spanning aircraft, missiles, satellites, cybersecurity, and emerging technologies. The company’s focus on innovation, collaborations with industry leaders, and its commitment to advancing 21st-century security capabilities position it

Investment Review day 8 of 50: Enphase Energy $ENPH Enphase Energy is a leading player in residential solar & storage. Growth driven by clean energy goals, but recent headwinds include high rates & policy shifts (CA NEM 3.0) impacting adoption. I bought in May ’23 and I’m down. Misread the

Investment Review day 7 of 50: Baidu $BIDU Baidu (BIDU) is China’s leading internet search engine, offering a variety of services like digital marketing, cloud computing, and video streaming through its subsidiary iQIYI. Investor sentiment towards Chinese tech companies remains cautious due to past government interventions, and this, combined with

Investment Review day 6 of 50: PubMatic Inc PubMatic is one of America’s fastest-growing programmatic advertising supply side platforms (SSPs). It helps publishers get the highest rates possible in placing advertisements on their websites, podcasts, or Connected TV (CTV) stations. PubMatic participates in trillions of digital auctions every day to

Investment Review day 5 of 50: JD.com $JD JD.com is an e-commerce leader in its home market of China. The company stands out with its emphasis on quality goods and exceptional customer service, fueled by its own advanced logistics and fulfillment infrastructure, giving it strong control over the customer experience

Is Google $GOOGL a bear, a bull or a dodo? Badger buys more, Monkey screeches Be Careful! Meta $META was in a similar position not too long ago, but it has an impenetrable social network moat. Can the same thing be said of Google’s data in a time of AI

Investment Review day 4 of 50: Airtel Africa $AARTY Airtel Africa is a dominant player in sub-Saharan Africa’s telecom and mobile money sectors. A region that has low banking penetration but high mobile connectivity – a recipe for disruption. Airtel holds significant market share across Africa, and their expansion into

Investment Review day 3 of 50: Guardant Health $GH Guardant Health is at the forefront of liquid biopsy innovation. Their blood tests enable early cancer detection via the analysis of circulating tumor DNA. This has the potential to revolutionize patient outcomes. Guardant is a key holding in my healthcare portfolio,

Investment Review day 2 of 50: Nano-X Imaging $NNOX This med-tech innovator is disrupting the x-ray market with a far smaller, more portable device. 510(k) FDA clearance in May ’23 was a major turning point. Initially a 0.5% long-shot bet in 2021, Nano-X was heading for the ‘Theranos’ pile. FDA

Investment Review day 1 of 50: Nuscale Power $SMR NuScale Power is an industry-leading provider of advanced nuclear small modular reactor #SMR technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free nuclear power. I added a small venture position in NuScale