A modest addition to Canoo (GOEV), Voxtur, and Lehto. Hopefully, the trend for one of these three will turn around and they’ll break out big.
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Still on the sell side today. Trades, quite profitable ones, are being closed out. MUDS / Topps merger started at $17.20. In a very short time, a profit of just under 50% on the position. We’ll see if the RSI calms down a bit on both 4h and D charts, and then jump back in. On the other hand, I’m expecting some kind of market correction again, during which SPACs tend to drop 2x what the rest of the market does, so it’s nice to cash in the profits from this as well.
Several portfolio companies are releasing reports tomorrow. Of these, I’m most looking forward to Tecnotree’s (Tecnotree) review and Inderes’ (Inderes) comments, as well as the CEO’s interview.
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I also jumped on the Gambi bandwagon.
I made some more moves on both my AOT and OST accounts.
OST (Share Savings Account):
I sold UPM-Kymmene at €33 and bought Fortum at €23.12, which will pay dividends tomorrow. Hopefully, Fortum won’t drop too much tomorrow.
AOT (Investment Account):
I sold half of my Aker Horizons shares at NOK 31.42 (a small loss, the stock has been a bit of a disappointment).
With the money from Aker, I added more Plejd at SEK 321.50.
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The Terveystalo shares acquired during the IPO have been sold, and a small additional batch of Kambi was bought at 459 SEK, bringing the average price to 470 SEK. Kambi’s 3-month chart shows several sharp drops followed by quick rebounds, including a recent rapid ascent in the past couple of days. Hopefully, it will continue this trend, and FOMO (Fear Of Missing Out) won’t burn my hands yet again.
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I also hopped on the Kambi train after a little research, with a modest 20 shares.
Edit: Held for 1 hour, got 2.5% up, and it continues tomorrow 
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I just had to grab some Kambi from the bottom of the dip.
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Sold a slice of Kindred in the morning and bought it back cheaper. I don’t quite understand this outcome, so let’s see how this plays out.
1 Like
I sold Qt for exactly €100. My holding was so small that I cashed in my profits from a couple of months of holding, as the valuation is quite tight and I have a lot of leverage in my portfolio. I hope it dips lower, and then I’ll look to get back in.
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I wanted to watch Kambi’s situation develop until the end of the day. I took a position at 460 SEK. The goal is a short trade, once today’s results have had time to be digested.
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BABA, i.e., Alibaba, in the portfolio for a bit. The bottom has been found, hopefully, the business will flourish.
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Before closing, took a loss on Kindred mini long.
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I bought some growing forest.
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Added Pinterest to the dip. The only social media platform where ads are genuinely relevant and even desired, with more optionality than you could ever want.
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Just mentioned in the SPAC thread that UTZ Brands is a long-term hold. However, I ended up selling after a couple of days of consideration, even though it’s at ATH prices, sold @$28.67.
Reason: The best growth potential seems to have been utilized given current information. A larger acquisition or expansion into new markets could be a trigger for further development. Nothing like that is known now, although growth is being sought. Market sentiment is such that cash might be needed, and Powell’s speech is coming again 
100% return for this final batch with less than a year’s hold, smaller profits were already taken earlier. SPAC market definitely has good targets, which was proven. Now just to scout for new ones 
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Paper hands sold all Scanfils @ 7.68
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Exited my entire Citycon holding today with approximately a 16% gain (about 9% of the portfolio). It served its purpose well as a relatively stable and boring holding for roughly a year. It was in the portfolio partly due to its stability and dividends. However, it gradually lost its significance as other changes occurred in the portfolio. Immediately topped up EVO with 2/3 of the proceeds from the sale, and left 1/3 in cash, albeit to mature in a suitable target after a short thought break. The ultimate goal is to fine-tune the portfolio to be a bit more growth-oriented. It feels like a good and right move right now, but time will tell. EVO is now actually the largest single holding in the portfolio at the moment.
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Bought PINS cautiously, it’s down quite a bit today due to earnings.
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Added more Kindred (Kindred Group) because the results were good. Let’s see how the market analyzes the additional results in the near future.
Opened a position in Kambi at 444.80. Its results were good too. Following it… At the end of the day, the portfolio is already green 
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I loaded up on Loop Insights yesterday, and it went into a halt and hasn’t been released yet. Waiting for news is always exciting, no matter the outcome 
It looks like there’s a lot of speculation about a deal for the Japan Olympics. We’ll see. The Japanese market only opens in six hours, according to the discussions, so the information might not come until tomorrow if that’s the case.
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