I had to value the fund today rather than next Tuesday as I will not have Internet next week. The fund is down slightly. At this point I think anyone wishing to follow the ideas of this blog should be looking at Moni, which due to share dilution has dropped to 28p despite announcing superb results, and MRVL (see previous post) where hedge funds are buying a lot of shares speculating on a rise this year from $11.66 to $20. Aerovironment remains my top long term pick due to its amazing focus on two great growth industries both of which it is the main global player, Drones and Vehicle charging systems. I personally just bought more Moni, at 28p its a bargain to be in the ground floor of a high growth business which will list on the Nasdaq this year.
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