The Walt Disney Company

NINTENDO CO LTD UNSP/ADR

Remitly Global, Inc. Common Stock

Vy Global Growth - Class A

1. $VYGG - @y4l.investing’s post on the spac the other day caught my attention. I haven’t decided whether I’ll buy any, but the prospect of Reddit going public is enough to land on my watchlist. Either way, it should be fun to follow. 

2. $RELY - Chit Chat Money and I just recorded a podcast on Remitly that will publish this week. It’s 50% off it’s highs from the recent IPO, and I’m interested in the innovative remittance company, but I want to see a few more quarters. 

3. $NTDOY - The *content* company continues to execute, and has some interesting developments in the pipeline (parks, movies, mobile games). I’m always wary of unrealistic comparisons, but I think **$NTDOY** has a reasonable chance to become a miniature **$DIS**.

Thoughts? Are any of these in your portfolio or on your watchlist?

![image](https://cdn.commonstock.com/aff3e9682bd570a32ad8d47d1238897668f9a9930f189da79ef0c28f7a4b27af-828x577.png)


I have $NTDOY as 3% of my portfolio. The $DIS playbook is also big part of my investment thesis. Also lenghtening console cycles, the Switch is a platform not a console anymore.

Heavy Moat Investments

Current Watchlist

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