Journal Jesper Bæk Journal Jesper Bæk

March 2022 - Back on track?

March is over and it is time for another entry in my investment journal. It has been a great month with a lot of action - so come along for an update on the good deals I have been able to pick up before market recovery, a brand new position, and lots of changes to my Watch List.

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Market Jesper Bæk Market Jesper Bæk

Nvidia is not getting ARM: So what now?

By the looks of it, Nvidia has now finally given up on acquiring Arm, possibly the most important semiconductor firm in the world. Here is what it means and my thoughts surrounding the topic. Will I be selling out?

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Journal Jesper Bæk Journal Jesper Bæk

Monthly Update #008 - August 2021

August is wrapped up and so is my (long) summer holiday. It is time that I return to my every day schedule - none the less the monthly updates continue as always. I discuss recent events of my most important holdings as well as sharing website traffic stats and a small personal update.

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Deep Dive Jesper Bæk Deep Dive Jesper Bæk

Why I am not selling: Tesla

Holding Tesla stock is controversial. Fortunately I am a long term investor and have held since 2016, already enjoying massive gains. But why not sell out now? Here is why I continue to be bullish on Tesla.

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