After researching them and their business with DoD, I've gotten decent returns from RCAT which is my primary investment and have hopped onto AXON, AVGO, and TLRY as well with occasional taking of profits loosely following the 'rule of 72' guideline. Here are/were my rationales for buying these companies. Red Cat Hldgs Inc (RCAT) had acquired Teal Drones which is the only company for solely U.S.-designed, developed, and produced Military-Grade top of the line Unmanned Aerial Systems and Vehicles (drones). - This enabled them to acquire exclusive contracts with U.S. Department of Defense. - Russo-Ukrainian War has demonstrated that military drone-use has very quickly become invaluable in terms of ROI on the modern battlefield. - World is entering the potential beginnings of what could be the 'hot-war' segment of WWIII Axon (formerly 'TASER International') - Develops hardware (e.g. tasers & bodycams) and cloud-based software for law enforcement agencies (e.g. U.S. Border Patrol as well as municipal L.E.) which are poised to receive massive funding under the next potential administration of Trump/Vance as well as what may be (to a lesser degree) under Kamala/Walts as their stated border-policy-platform has seemed to shift to a more apprehension and vetting-focused stance than what was demonstrated under Biden/Harris. Broadcom Inc (AVGO) - Semiconductor Manufacturer. - Received massive funding as part of the Biden Admin's CHIPS act which indicated bipartisan support for the semiconductor-production independence issue/concern caused by China's intention to Annex Taiwan (though whether China would put the squeeze on what would be their biggest customer for S.C.'s (U.S.) is the subject of legitimate debate. Tilray Brands (TLRY) - Was previously only a recreational marijuana company. - Share price initially jumped ~30% after an announcement made in early August 2023 that they would be acquiring 8 Craft Beer brands from Annheuser-Busch for 85 million in cash (which allowed them to eventually double their sales of beer cases from 8-12 million units annually) and experienced another similarly large gain on 09/11/2023 soon after the beginnings of the NFL and Collegiate Football seasons. - They've just announced an indefinite deal to acquire more craft beer brands that they project will allow them to increase their sales to 15 million cases of beer annually. - I believe that the timings of the potential initial negotiations for the acquisitions were chosen strategically in preparation for football season. This seems to also coincide with the fact that the most recent acquisitions will make them the #1 craft beer brewer in Georgia as well as increase their presence in the Texas and Michigan markets as well (college football is religion in Texas and Georgia (+Michigan and Detroit are beginning to experience an economic comeback with new and old residents moving there)). Question: - I know very little about trading, but want to start learning more about techniques I can use to grow my portfolio over time. I haven't lost much since starting and want to keep my momentum going in a safe and measured way with emotional discipline and skill. Does anyone have any constructive criticism of what I've done thus far and/or recommendations on what they would do going forward if they were in my position?