Former Big Four consultant with years of experience as a financial executive in the video game industry. Master of Science in Management and Finance. My portfolio is built to disproportionately benefit from the rise of the app economy, the range of economic activity surrounding mobile applications. Investment plan and asset allocation are a result of mega-trends I have identified (macro) and in which I take individual bets (micro). Most bets are very long-term and not momentum driven.I am fortunate enough to have seen my strategy deliver outstanding results throughout the years: 27% annualized return since end of 2014. Discipline and consistency win the game over time. Unfortunately, many investors violate their own model or strategy when their portfolio performance is temporarily disappointing. I would rather sell too late than too early, so I tend to never sell. I let my winners compound to a significant portion of my portfolio and let my losers become insignificant over time. Disclaimer: All App Economy Insights contributions to Seeking Alpha, or elsewhere on the web, are personal opinion only and do not constitute investment advice. All articles, blog posts, comments, emails, and chatroom contributions by App Economy Insights - even those including the word "recommendation" - should never be construed as official business recommendations or advice. In an effort to maintain full transparency, related positions will be disclosed at the end of each article to the maximum extent practicable. My premium service is a research and opinion subscription. I am not registered as an investment adviser. The majority of trades are reported live, but this cannot be guaranteed due to technical constraints. Investors should always do their own due diligence and fact check all research prior to making any investment decisions. Liability of all investment decisions reside with the individual investor.