Telescope Investing

My Portfolio / Every company I’ve owned /

$PUBM · PubMatic

My position from Feb 2022 to Nov 2024 · 2 buys and 1 sell · sold out · Adtech

$10$20$302023202420252026BuySellMy average costAfter I sold
What the pick did
0.6×
The stock in pounds, while I held it; 0.6× in dollars
S&P 500, same time1.4×
What my money did
0.7×
Pounds back (sold, still held and dividends) for every pound in, after costs
Sold · all of the money in0.7×
S&P 500, same buys and sells1.3×

Every decision

  • 13 November 2024Sold

    Have lost personal interest in adtech, it doesn't align with my portfolio strategy

  • 14 July 2023Bought

    Ad tech sector is starting to take off. Already have major exposure to TTD, so diversifying my basket into pubm which has solid financials

  • 23 February 2022Bought

    No note

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.