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Lin
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Added Two Space Names
I’ve added two new positions.
Space continues to be one of my main focus areas. And I want more exposure to it. That’s why I’ve added Gilat $GILT and Planetlabs $PL.
I’ve written about Gilat yesterday and PlanetLabs about two weeks ago.
Both are breaking out together with the entire space sector.
Previous Updates
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- Weekly Market Update: Patience
- Market Update: The Memory Crunch
- Weekly Market Update: The First Trillionaire
- Market Update: In Focus
- Weekly Market Update: Deleveraging
- Market Update: A Change of Character
- Market Update: The Next Quantum Leap
- A Few Portfolio Changes
- Weekly Market Update: New Month, New Opportunities
- Market Update: Compute, Compute, Compute
- Weekly Market Update: The Bulls March On
- Adding Two New Positions
- Market Update: The Energy Shock