- GoPro – still screwing up their own show. They recently pulled out of the drone market. How could a bunch of surfer dudes beat the Chinese at DJI?
- Sierra Wireless – I honestly lost track of what the company is up to. But looking at the losses, I don’t think there’s much progress in their business.
- Trip Advisor – What a letdown! Strong brand, strong moat, but they are caught in a love/hate relationship with Priceline and Expedia. Oh well, it was worth a bet.
- Gilead Science – Big pharma. Big disappointment. Luckily my allocation to this stock is negligible. Was a good bet though.
- Criteo – Knew it was going to be a volatile ride from the start. Small allocation as well.
- QAF – Another disappointment. ...
Oh, how time flies!
Just want to share some progress in my portfolio:
What went wrong