Market Jesper Bæk Market Jesper Bæk

Unity is caught in a mess of Mergers & Acquisitions

Unity (U) is one of my high conviction holdings and I have been buying the stock heavily throughout the year. Lately, the stock has amassed attention as it found itself in a confusing mess of now several merger and acquisition bids. Shortly after closing their first major acquisition of Weta Digital - a $1.625 billion deal - Unity made another bid to merge with ironSource (IS) for $4.4 billion and subsequently received an unsolicited counter-offer from ironSource competitor AppLovin (APP) just a few days ago.

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Market Jesper Bæk Market Jesper Bæk

Do not panic: Even at the worst of times

Record level inflation, rising interest rates, and a Russian invasion have put the markets under stress - and even if you have managed to avoid the worst of it, stocks are still as volatile as ever. Investors are worried about the short-term outlook - But here is why you should stay invested for the long-term.

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Market Jesper Bæk Market Jesper Bæk

Making sense of the Chinese crackdown

A long list of signficant events have taken place in China throughout this year. The Evergrande situation is only the latest in pushing Chinese markets down. Does this present and oppotunity for you as an investor or should you stay away entirely?

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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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