Journal Jesper Bæk Journal Jesper Bæk

August 2022 - Here we go again...

After last month, I thought we may have been all clear, but it turned out to not be the case. Despite bleeding markets, several of my companies have had good things happen, which I share here. Also, an exciting new addition has made it to my Watch List.

Read More
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.

Read More
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?

Read More
Journal Jesper Bæk Journal Jesper Bæk

My investments in 2021: A year in review

Happy new year everyone: After a quick break in December/January for my exams, I am now back. Starting off with this breakdown of my investments and portfolio performance over the full year 2021. With this update I will be sharing some changes to the format going forward as well as my expectations for 2022.

Read More
Journal Jesper Bæk Journal Jesper Bæk

Monthly Update #012 - December 2021

It is the last day of the year and I only have time for a quick update before the new year's preparations begin. Consider this this last chapter of 2021's Monthly updates and a teaser for a year in review to be posted sometime in January, once my exams are over and done with.

Read More
Guide Jesper Bæk Guide Jesper Bæk

Balancing diversification in individual stock picking

Diversification is often top of mind when it comes to investing and generally speaking it becomes more important as your investments grow. While I generally encourage diversification and claim it good practice I do believe many new investors go overboard in this regard and end up overdiversifying. How can you overdiversify? Well, lets have a look at that.

Read More
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.

Read More