I just bought/sold (Part 8)

Buy: Merlin (MRLN) at 8.15 USD.

Yesterday, an opening position for the company portfolio with a FOMO-weight of 0.6% (0.4% of all portfolios).

A risky investment. Bought completely blind regarding the numbers and valuation. The company is still relatively small (under a billion). The material on their website (including the letter to shareholders) as well as the partnership with the armed forces regarding the autonomization of the C-130J transport aircraft seemed convincing enough. A couple-minute CNN video serves as a quick introduction.

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