Investment Review day 41 of 50: Beyond Meat $BYND (sold) Beyond Meat was a pioneer in plant-based meat and grew rapidly as a result of increased consumer interest in healthier and more sustainable food options. I was blown away by the taste and texture of their burgers and bought stock

Investment Review day 40 of 50: Fiverr $FVRR (sold) Fiverr is a leading global marketplace for digital services, breaking the boundaries of traditional employment and allowing talented individuals to share their skills on a flexible platform. I badly misjudged $FVRR, with an Oct 2020 investment thesis that the company would

Is fear stopping you from investing and building your wealth? Investing is risky and fear-inducing, but is also one of the most direct paths to living the life you want. There are many obstacles, one of the biggest of which is fear. On today’s special Owl’s Nest episode, we define

Investment Review day 39 of 50: The Journey So Far! Today I own 36 companies in my real-money investment portfolio, and I have a substantial cash allocation. But I made some big mistakes over the last twenty years: * Not paying enough attention to macro and geopolitics (China stocks) *

Investment Review day 38 of 50: Cash Could the ‘dead money’ in your portfolio actually be the key to your next big investment win? Cash is definitely not dead money, and that’s especially true when you can park a chunk of it in short-term government bonds, currently earning over 4%.

Investment Review day 37 of 50: Intuitive Surgical $ISRG Intuitive Surgical is a leader in robotic-assisted surgery, with its innovative da Vinci system driving strong growth in minimally invasive procedures. The company has a solid financial foundation with high recurring revenue from its ‘robots and blades’ business model, no debt,

Investment Review day 36 of 50: Amazon $AMZN Amazon is a vast e-commerce and cloud computing company with expanding revenue streams in a variety of areas. Originally founded as an online bookstore, the company now leverages its marketplace platform to connect third-party sellers with consumers, offers subscription services, produces its

Investment Review day 35 of 50: Alphabet $GOOG $GOOGL Is Google doomed? I suspect the reports of its death are greatly exaggerated! Alphabet isn’t just the dominant player in search, it also has nine products with more than a billion users. The company invented the basis for modern AI (Transformers)

Investment Review day 34 of 50: CrowdStrike $CRWD CrowdStrike is a leader in cybersecurity threat detection and prevention, using the cloud to proactively protect its customers’ systems by tracking trillions of cybersecurity events every day to automatically detect and prevent threats in real time. The more data that is fed

Before returning to the UK, Badger paid his pal Monkey a visit in Austin. Shenanigans ensued, including, but not limited to: A trip to the Apple $AAPL store to try the Vision Pro headset. Was the demo experience enough to convince Luke to drop Android and buy into Apple’s metaverse