Investment Review day 28 of 50: NVIDIA $NVDA Nvidia $NVDA is at the forefront of artificial intelligence, delivering cutting-edge hardware and software that’s powering innovation across all segments of industry and our personal lives. I was a relative latecomer to this company and only started tracking it in 2021. AI

Investment Review day 27 of 50: Adyen $ADYEY Adyen is a fintech company that provides merchants with a single platform to accept e-commerce, mobile, and point-of-sale payments in multiple countries using nearly 300 different payment schemes and methodologies worldwide. Adyen’s payment platform is ideal for large multinational enterprises, and its

Investment Review day 26 of 50: The Trade Desk $TTD The Trade Desk is a major player in the world of programmatic advertising, placing the right ads in the right place — on websites, into podcasts, or within streaming television shows — and maximizing the chances of the viewer taking

Monkey badgers Badger about his portfolio review and the insights he’s gained thus far. Why did he invest in Sea Limited $SE? What metrics about Cloudflare $NET are giving him pause? Would he buy more now if he didn’t own any already? How did knowing Wise as a customer influence

Investment Review day 25 of 50: Wise $WIZEY Wise (previously TransferWise) is a global cross-border payments network that replaces traditional international banking for 7.5 million active personal and business customers in five continents and over 40 countries. I discovered Wise while looking for a business banking solution for my own

Investment Review day 24 of 50: Airbnb $ABNB Airbnb is an online marketplace that connects people who have spaces to rent with travelers seeking accommodation. The platform provides a unique alternative to traditional hotels, often emphasizing local experiences and personalized lodgings. The company demonstrated strong growth in 2023, with record

Investment Review day 23 of 50: ZScaler $ZS Zscaler is a leader in cloud-based cybersecurity solutions. They pioneered the Zero Trust security model, focusing on protecting users, devices, and applications regardless of location. Their platform acts as an intermediary between users and the internet, inspecting all traffic, enforcing security policies,

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