Ann: Kogan.com quarterly Cash Flow Statement and Trading Update, page-240

Yes, which is why I invested more money here than any other stock. It's because I have more information on this than say Lithium stocks or Tech stocks or Telco stocks, even though those 3 are my favourite areas.

I actually think those industries are the actual future, Lithium for the electric vehicle revolution, Tech because I'm a millennial and cannot understand people who don't find tech exciting, and Telco because the internet and data is the future.

However, because I don't know the intimate, company-specific inner workings, I have my investments spread across multiple companies in those sectors ..

Lithium - 3 companies I think will do really well
Tech - 3 companies I think will be blue chips of the future
Telco - 2 telcos I feel have been oversold

Kogan though - I actually had 30% of my portfolio in, which has ballooned to about 50%.

You've done really well selling out and buying back in. I'm sure there are opportunities to sell at around low $5's and buy back around low-mid $4's. But I'd advise against doing that close to quarterlies / HY results, they tend to surprise to the upside a lot of the time.