On Medium and Update On Top 10 Positions
I will be utilizing Medium.com as a spin off from my Blog for my exclusive write up – The 10X Potential. It is basically a write up on companies that I am VESTED in and believes that the company has a 10X potential. These companies could be a recent investment or an existing long-term position.
Don't worry, judging from my frequency in writing, I don't think I will be writing more than 2 articles under the Medium profile. Thus, it will be free for you regardless. Nevertheless, I appreciate if you could follow me on Medium - Help me hit 100 followers!
Do read up on my first article under my Medium Profile - An introduction to The 10X Potential
So now for the details of the Top 10 Positions and some portfolio updates...
1 of the companies I have sold is Tapestry Inc (TPR) as I have written about and made over 20% in about 2 to 3 months time.
Nevertheless, over the last 2 weeks, my portfolio which does not really have any big tech, was hit heavily by the sell-off. Alibaba has fallen from position 3 to position 4. Palantir and Fubo (Previously the non-announced Company 6) has fallen to 6th and 8th position respectively. A new addition is Greenbox POS, which has also fallen significantly after missing their earnings expectation.
Nevertheless, my Top 10 position still stand at around 77.7% of my portfolio.
That's all for the updates. Over the next 2 weeks, I foresee myself updating my blog and the 10X Potential write up on Medium.
I will probably do an exclusive write up on Digital Turbine (APPS) with updates on the earnings, my view and also their closest competitor.
Please follow me on both side so that you do not miss out on any articles I have written!