Investment Review day 22 of 50: Cloudflare $NET Cloudflare is a global cloud platform designed to make the Internet secure, private, fast, and reliable. I’ve navigated my $NET investment pretty sharply, buying in March 2021, and then reducing my exposure by two thirds when the valuation ran rather ahead of

Investment Review day 21 of 50: iShares MSCI India ETF $IIND India is experiencing an economic transformation that smart international investors won’t want to miss. With a young, dynamic population, rising middle class, and government policies fueling growth, India has the ingredients to become a global powerhouse. And its not

Investment Review day 20 of 50: Putting the problems behind me! I hope you’re enjoying my 50 day portfolio review! With yesterday’s biggest lifetime loss investing in Sea Limited, we’ve now put the failed investments behind us, and it’s finally time to examine the winners! There are still a ton

Investing that will make you wealthy is as much about your own psychology as it is about the companies you invest in. If you skip the “know thyself” step, you will make terrible mistakes that could have been avoided. Do you think you’re smarter than everyone else? Do you invest

Investment Review day 19 of 50: Sea Limited $SE Sea Limited $SE is a leading provider of e-commerce (Shopee) and digital financial services (SeaMoney) in South East Asia. The company’s valuation has collapsed in the past two years following a botched international expansion, and Sea is currently in turnaround mode,

Investment Review day 18 of 50: Rocket Lab $RKLB Rocket Lab is a dynamic player in the space industry, carving out a lucrative niche by catering to smaller satellite launches with its Electron rockets. The company’s focus on reliability and customer service positions it well for growth. With Electron launches

Investment Review day 17 of 50: Datadog $DDOG Datadog is a leading cloud-based monitoring and observability platform designed for modern, dynamic IT environments. It seamlessly collects metrics, traces, logs, and more from servers, databases, applications, and other cloud services, providing a unified view of a company’s entire infrastructure and applications,

Investment Review day 16 of 50: Starbucks $SBUX Starbucks is a dominant force in the global coffee industry. With over 38,000 stores worldwide and an expansion strategy targeting 55,000 by 2029, the company enjoys impressive market share and brand recognitio, translating into sales of over $36 billion annually. Investors stand

Investment Review day 15 of 50: BYD $BYDDY BYD is a Chinese electric vehicle (EV) manufacturer that has made incredible strides in the global market. The company’s focus on battery-powered electric vehicles (BEVs) and plug-in hybrid models has led to impressive success. In the last quarter of 2023, BYD achieved

Investment Review day 14 of 50: ASML Holding $ASML ASML is recognized as the world’s leading supplier of photolithography equipment, integral for the production of microchips and integrated circuits. ASML’s machines are critical components in semiconductor manufacturing, enabling semiconductor companies like Taiwan Semiconductor $TSM and Samsung to manufacture incredibly powerful