Adobe Inc.

ASML Holding NV

Evotec SE American Depositary Shares

Sea Limited American Depositary Shares, each representing one Cl

Veeva Systems Inc.

My name is Radek, I am 24, living in Warsaw, very excited about emerging technologies. Nice to meet you all :)
I hope for wondeful journey there with you - amazing investment community! Feel free to reach me by DM here or on Twitter as well.

In about two weeks I am going to publish more details from my investing journey on [**radzimirson.substack.com**](https://radzimirson.substack.com/) (my portfolio birthday is coming and have to sum some things up).

In the meantime, I cordially invite you to read my previous write-ups about some of my core investments - $SE $ASML $ADBE $VEEV and $EVO :

1) [**Sea Limited**](https://radzimirson.substack.com/p/sea-limited-se)

2) [**ASML Holding**](https://radzimirson.substack.com/p/asml-holding-asml)

3) [**Adobe**](https://radzimirson.substack.com/p/adobe-adbe)

4) [**Veeva Systems**](https://radzimirson.substack.com/p/veeva-systems-veev)

5) [**Evolution**](https://radzimirson.substack.com/p/evolution-evo)

Wish you all great returns, thank you for any feedback and see you around :)

Undefined

It has been created for filling my investments moves and thoughts, but also learning to write and share ideas with others. I hope you will enjoy :). Click to read Radzimirson’s Portfolio Newsletter, a Substack publication with hundreds of subscribers.

Radzimirson’s Portfolio Newsletter | Substack

You probably associate it with PDF, some maybe with Photoshop. But did you know that Adobe is able to generate 40% net margin and entering into AR? Multiple moats, but also multiple competitors. Let’s check it out!

https://radzimirson.substack.com/p/adobe-adbe

Adobe (ADBE)

Hi! If this company would be American it would be much more expensive. Today I present you the most important company in the semiconductor industry- ASML Holding. You may think about semiconductors as “pick and shovels”. In that way ASML is “pick and shovel of picks and shovels”.

https://radzimirson.substack.com/p/asml-holding-asml

ASML Holding (ASML)

Hi! Investing outside US? You probably think of China. But how about Sweden? We all know Spotify. Klarna is one of the hottest upcoming IPOs. Sweden’s fantastic business culture has also allows a company like Evolution to grow rapidly. IMO it’s definitely one of the best investment ideas outside US right now.

https://radzimirson.substack.com/p/evolution-evo

Evolution (EVO)

Hi! Today I am gonna show you one of my favourite companies, which is well known (at least in Fintwit community) - Sea Limited.

https://radzimirson.substack.com/p/sea-limited-se

Sea Limited (SE)

Veeva is a wonderful start-up story with visionary CEO and his view that you don’t have to burn billions to be a successful growth company.

https://radzimirson.substack.com/p/veeva-systems-veev