A lot has changed since my last article on Digital Turbine (aka APPS) – Although just a few days away, but APPS has become my biggest position and become my highest conviction company probably for 2021 right now. This will also be my 4th article on APPS this year. For this article, I will be writing on […]
Author Archives: TUBInvesting
01
May
May
Vested with an initial price at US$22.25. This company came out of nowhere, went on a direct listing and caught everyone by surprise. I remember the marketing was that this company helped the US government catch terrorist. At least that was what I remembered. I was a bit turned off by it. This made me lose […]
08
Apr
Apr
Orbcomm got acquired at US$11.50 per share. I have written in this post before that I had purchase Orbcomm at US$3.820 in Oct 2020. Thus, the acquired share price is 301% above my initial purchase price! One of the methods I did was compared all the telematics companies in the industry (as per the excel pic below), and […]
This actually did not catch my eyes today. After all, the portion of my SG stocks are my hedge against my US growth portfolio. It’s maxed out. However, JR_Chai asked me if I am writing a piece of article on this. This triggers some opinions in my head and I told him I will probably […]
17
Mar
Mar
Vested with an initial price at US$43.85. Electric Vehicle (EV) is the talk of the town. I am sure most of us have some form of EV related companies in their portfolio. I do have more than a couple of EV companies in my portfolio – the last discussed CRNC is one. *Do note that […]