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Spirax Group (SPX)
Opportunity or Value Trap?
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FindingMoats
Games Workshop (GAW)
Kevin Rountree's strategy, deal with Amazon and the launch of Space Marine 2
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FindingMoats
Bakkafrost (BAKKA)
Barriers to entry, strategic expansion to Scotland and potential risks
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FindingMoats
Portfolio Update - Q3 2024
Main portfolio changes
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FindingMoats
Ulta Beauty (ULTA)
Opportunity or Value Trap?
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FindingMoats
New Investment Idea #2 (2024)
Small-cap with little coverage that has comfortably and consistently beaten the S&P 500 over 5, 10, 15, and 20-year periods.
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FindingMoats
5
Portfolio Update - Q2 2024 + Important notice
Main portfolio changes + new strategy
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FindingMoats
Evolution AB (EVO) update + some thoughts on a serial acquirer
Some thoughts on Evolution AB (EVO) and a serial acquirer I'm buying shares of
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FindingMoats
New Investment Idea (2024)
After my last long idea in January of this year (link), I am sharing a new one today. For obvious reasons, I will only post stock picks if I personally…
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FindingMoats
3
Finding Moats International, Investment Research Service
Finding Moats International, Investment Research Service
Growth alone is overrated and resilience is underrated. Invest in companies that treat their capital as you treat yours. Do not focus on the next quarter, but rather in the next quarter-century. We spend 100+ hours on every company so you don't have to.

Finding Moats International, Investment Research Service

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