Let’s just take a moment and be happy that the main share of our portfolio is doing really well this year(forget Arcadis). So far Activision Blizzard(Atvi) is taking the lead, thanks to their earnings.
We have bought a fair amount of shares in Nokia after a really convincing presentation by Gandarv Arora. He focused mainly on the products they currently have in development and assured us that Nokia is making a comeback. So far he has been right because the share price is up since last week.
On March 20 we will have a very special meeting. Utz Weitzel, professor in Finance and Financial Markets, will talk about his own investing insights and experiences, insights from professionals in the field and his own research. He will probably also give us some feedback on our portfolio!