Leon's avatar
$11.1m follower assets
Portfolio end of June '22 (descending order)
stocks:

Epsilon Net Group $EPSIL.AT
Secunet Security Networks $YSN.DE
Evolution $EVVTY
Leatt Corp. $LEAT
Kaspi $KSPI
Grodno SA $GRN.WA
Amazon $AMZN
Meta $META
Media and Games Invest $MDGIF
Alphabet $GOOG
Centrotec SE $CEV.HM
IDT Corp. $IDT
Vow AsA $VOW.OL
Digital Turbine $APPS
Tremor International $TRMR
Passus SA $PAS.WA
Booking Holdings $BKNG
Steico SE $ST5.DE
Kambi $KAMBI
Mynaric $MYNA
Unity Software $U
Tencent Holdings $TCEHY
Alibaba Group $BABA
Nvidia $NVDA
SEA Ltd. $SE
Adobe $ADBE
Monster Beverage $MNST
Spotify $SPOT

New: $CEV.HM. Sold: $INPST

Crypto:

Ethereum $ETH.X
Bitcoin $BTC.X
Litecoin $LTC.X
Yield Guild Games $YGG.X
Enjin $ENJ.X
IOTA $MIOTA.X
Cardano $ADA.X
Bitcoin Cash $BCH.X
Polkadot $DOT.X
Nice crypto basket there, how do you tend to view the more obscure ones, as moonshots?
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Leon's avatar
$11.1m follower assets
Successful test of Mynaric laser terminals
Northrop Grumman demonstrates Mynaric laser terminals for military constellations. The demonstration validated compatibility between commercially developed laser communication and secure U.S. government encryption hardware. $MYNA $NTH

Leon's avatar
$11.1m follower assets
Portfolio ende of May '22
(descending order)

stocks
$EPSIL $YSN $EVO $MDGIF $KSPI $AMZN $GRN.WA $META $LEAT $GOOG $IDT $TRMR $APPS $VOW.OL $BKNG $ST5 $KAMBI $PAS.WA $MYNA $U $TCEHY $INPST $NVDA $BABA $SE $ADBE $MNST $SPOT

New
-

Sold
$SEYE $MBR

crypto
$ETH $BTC $LTC $YGG $ENJIN $DOT $ADA $BCH $IOTA

New
$BCH (not bought, found it in an old wallet LOL)

+wikifolio „Zukunftsbranchen“
Leon's avatar
$11.1m follower assets
Portfolio end of February 202
stocks
$EPSIL $YSN $EVO $M8G $AMZN $ST5 $KSPI $GOOG $MBR $TRMR $LEAT $APPS $META $U $IDT $BKNG $MYNA $KAMBI $INPST $SPACE.AT $TCEHY $NVDA $SEYE $BABA $SE

New
$IDT $SPACE.AT

Sold
$HHR $ENTER

crypto
$ETH $BTC $LTC $ENJIN $YGG $ADA $IOTA $DOT

+wikifolio „Zukunftsbranchen“
Leon's avatar
$11.1m follower assets
Mynaric $MYNA
The american Space Development Agency (SDA) just announced contracts for their satellite megaconstellation. The Transport Layer Tranche 1 consists of 126 satellites each equipped with 3-5 Optical inter-satellite-links. York Space Systems, Lockheed Martin and Northrop Grumman each got one contract to deliver 42 satellites.


$MYNA has a contract with Northrop Grumman as the strategic supplier for Optical-Inter-Satellite-Links for governmental needs with a minimum value of 35m USD ( https://mynaric.com/news/mynaric-selected-by-northrop-grumman-as-strategic-supplier-for-laser-communication/ ). As Northrop Grumman now has been selected as one of the supplier this contract will be activated.

This contract will mark inflection point for Mynaric imo (current market cap of ~215m USD). Much more Inter-Satellite-Links will be needed for the full constellation and other private companies are also planning constellations (Starlink, Amazon etc). And all these need these Terminals.
“Northrop Grumman recognizes information on the modern battlefield must be delivered to our warfighters at the speed of relevance,”

I love that quote from the first link. Very informative read, thanks for sharing! This is fantastic stuff and will be interesting to see it’s real effects!
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Leon's avatar
$11.1m follower assets
Portfolio End of November '21
(descending order)

stocks
$YSN.DE $EPSIL.AT $EVO $KSPI $META $AMZN $ST5.DE $U $ENTER $GOOG $INPST $M8G $MYNA $NUMND $APM.DE $TRMR $KAMBI $BKNG $LVC $NTNX $SEYE $MBR $TCEHY $NVDA $BABA $SE

New: $MBR
Sold: $GRVY $BICO $NGMS $FAA

crypto
$ETH $BTC $LTC $YGG $ENJIN $ADA $IOTA $DOT

+ wikifolio (ISIN: DE000LS9L8H9)
Love the $ETH exposure. Need to research YSN and EPSI. I'll be interested to see if regulation impacts META or AMZN at all this coming year.
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