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.

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.

July has been a month of great recovery. I look at earnings of some of my biggest holdings and news out of Unity and 3M.

Summer is upon us, and the sun is out, so what better use of your time than to sit down and have a read through this month's entry in my investment journal? June includes a small update on Unity, stock split news, and a story of how I lost access to my Ethereum holdings.

May has come and gone and so it is time for another entry in my investment journal. It has been quite an eventful month, although I have been busy with exams. The markets are still rough and both my portfolios continue to be in the red for the year. Unity (U) has taken a beating and suddenly Alphabet, the parent company of Google has found a place in my portfolio quicker than anticipated. Let us have a look!

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?

Alongside Unity's (U) latest Q3 earnings the company sent out a press release regarding the acquisition of Weta Digital. I would like to tell you what Weta Digital is, what the specifics of the deal are and what it might mean for Unity going forward.