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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