Investment Review day 50 of 50: My Whole Portfolio! Wow, what a ride! For the past 50 days, I’ve dissected my investment portfolio, sharing the good, the bad, and the lessons learned along the way. We’ve covered: Epic Wins: The stocks that carried my portfolio to new heights 📈 Regrettable Sells: The

Tesla is cutting the price of FSD from $199 to $99 in North America. In this week’s podcast episode we debate possible motivations for this, and how it could impact our investment thesis for the company.

Investment Review day 49 of 50: Megatrends pt2 Yesterday I highlighted how I use megatrends to inform my investments, here are a few more of the trends I’m tracking: Fintech: encompassing everything from mobile payment apps to online lending platforms disrupts traditional finance by using innovative technologies to improve and

Investment Review day 48 of 50: What do I invest in? In a rapidly evolving world, identifying the forces set to shape our future can be a winning investment strategy. Megatrends are large-scale, transformative trends with the potential to redefine industries and societies across decades. By investing in companies aligned

Investment Review day 47 of 50: How do I ensure my portfolio is diversified? Diversification is the cornerstone of any sound investment strategy. It’s the simple yet powerful concept of spreading your investments across various assets to mitigate risk. Here’s how I diversify my portfolio for optimal results, and also

The wildlife are getting restless – Badger’s motorcycle has been stolen! He’s making up the cost by ensuring he’s invested in the world’s greatest companies, and in today’s episode, we discuss the first of his investing desirables: does the company align with powerful trends that are shaping the future? Are

Investment Review day 46 of 50: What do I look for in an investment pt2? Understanding a company’s financials is fundamental to diligent investing. However, it’s crucial to interpret the numbers within the context of the company’s growth stage. You wouldn’t expect a young, rapidly expanding company to have the

Investment Review day 45 of 50: What do I look for in an investment? What do I look for when I’m trying to evaluate an investment opportunity? A ton of things, but here are a few examples: Long-Term Trends and Strategic Alignment: Does the company align with powerful trends that

Investment Review day 44 of 50: Netflix $NFLX (sold) Netflix pioneered subscription-based streaming, changing the way we consume media. Its innovative approach to content production and distribution, including significant investments in producing original shows, revolutionised the traditional TV and movie industry. I have a super complex history with this one.