June 2022 Round Up

End of 1H2022.

Whole portfolio is at -13% loss. Many tech stocks have become even cheaper; I should've been more patient and not piling in on to them several months ago.

On the other hand I shouldn't have sold some of my LGMS positions; the stock instead shot up nicely in the afternoon of the IPO day, and it looks like the price is holding on just alright.

I've opened a position in Ulicorp as I deem it to be trading at an unreasonably cheap price.

I'll most likely add more Scomnet and Berjaya Food.