This Weeks Activities
No great change over the last few weeks. Adding cash to my account predominantly and picking up a few shares here and there that suit my plan. Still holding off adding growth stocks.

Income Portfolio: Increased position size in $KR. Collected dividends on $WMB $SCHD $VNQ $GLW $TROW $SCI $AVGO $FAX $DSL .

Growth Portfolio: No action

Speculative: Sold a long term bag of $GTBP and have added that cash into my Growth Portfolio.
Current $QQQ exposure:
Apple $AAPL: 12.43%
Microsoft $MSFT: 10.72%
Amazon $AMZN: 6.25%
Tesla $TSLA: 4.16%
Alphabet Class C $GOOG: 3.97%
Alphabet Class A $GOOGL: 3.79%
NVIDIA $NVDA: 3.29%
Meta Platforms $META: 3.05%
PepsiCo $PEP: 2.08%
Broadcom $AVGO: 1.93%

YTD Returns: -30.02%
5Y Returns: +99.01%
The 8th installment of my #TMTseries is out!
I analyze $AVGO's planned acquisition of $VMW and among other things:

  • Analyze the financial terms of the deal;
  • Explain how and why the operational model of VMware will change drastically;
  • Understand Broadcom’s outstanding financials and explain the competitive advantages behind it;
  • and finally seek to identify what this deal means for VMware’s customers from a business and technical standpoint going ahead.

Check it out!

This weeks trades
Reasonably quiet buying week for me. Added a small amount of $AVGO and $IPG to my existing positions. Not too many stocks on my watch list falling within my buy range. I may look to add to some ETFs next week
$SNOW deep dive is out!
2-part series analysis on $SNOW and the datacloud industry is out on my susbtack! Includes, among other topics:

✅Primer on the datacloud industry
✅Reasons for $SNOW moats & GTM strategy
✅Profitability model & impact of SBCs

Check it out:


---> My next writeups are going to be an analysis of the Broadcom $AVGO/ VMWare $VMW deal and its implications on both companies followed by a deep dive on Stripe, the payments/fintech company. June is gonna be a content-rich month. Let's gooo!
A Weekly Update on Special Situations
Blue Apron $APRN investor Joe Sanberg asked if he should try to take the company private.

Kohl’s $KSS Simon Property Group and Hudson's Bay reportedly backed out of sale process; other bidders lowering their initial bids.

Wendy’s $WEN 19% shareholder Trian disclosed in 13D filing that it is exploring an acquisition of the company.

Insulet $PODD draws takeover interest from Dexcom $DXCM.

Emerson Electric $EMR considering a sale of its waste-disposal business.

Valvoline $VVV approached by Saudi Aramco about a takeover of its lubricants business.

Innoviva $INVA to acquire Entasis Therapeutics $ETTX.

Broadcom $AVGO to acquire VMware $VMW.
Next
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