Investment Review day 29 of 50: Axon Enterprise $AXON
Axon is a leader in public safety and law enforcement technology with strong growth and innovative expansion. Known for its TASERs and body cameras, Axon has broadened its market presence with the recent launch of Axon Body Workforce, a body camera tailored for frontline workers in retail and healthcare, leveraging its established technology platform and integrated cloud-based evidence management system. In February, Axon announced the acquisition of Fusus, strengthening the company’s roadmap for real-time operations by enabling secure connections to critical data sources, including CCTV and camera feeds from local businesses to see events unfolding in real-time with greater context and clarity. I really like this acquisition, and used the opportunity to add to my stock position for the third time.
Axon is possibly the highest conviction holding in my current investment portfolio, and while represents just a 3% allocation today, this is a position I expect to add to periodically as the company continues to demonstrate strength.
—
I’m putting my holdings under the microscope. Over the next 50 days I’ll break down my whole investment portfolio. Wins, losses, and the ‘why’ behind it all. And on day 50 I’m going to share my full portfolio so you can see how my strategies played out in the real world over the last twenty years and what we can all learn together. Follow along for the journey! #StockAnalysis #50daychallenge #policing #security #taser
