Telescope Investing

My Portfolio / Every company I’ve owned /

$IOT · Samsara

My position from Jan 2024 to Dec 2024 · 1 buy and 1 sell · sold out · AI / Cloud

$30$40$50202420252026BuySellMy average costAfter I sold
What the pick did
1.7×
The stock in pounds, while I held it; 1.7× in dollars
S&P 500, same time1.3×
What my money did
1.7×
Pounds back (sold, still held and dividends) for every pound in, after costs
Sold · all of the money in1.7×
S&P 500, same buys and sells1.3×

Every decision

  • 5 December 2024Sold

    Egregious valuation and reporting tonight, feel like it's priced for perfection. Long-term want to get back into this, feel like Starlink will be a growth catalyst for IOT devices in remote locations, opening up many additional use cases that are cost prohibitive today. Also, Anirban sold!

  • 8 January 2024Bought

    Starter position based on Anirban's DD and Muji write-up

In percentages and multiples, as one portfolio. Past performance is not a guide to future returns. Nothing here is financial advice, and I may buy or sell at any time.