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Portfolio Update - Q1 2024
Main portfolio changes
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LVMH (MC.PA)
Bernard Arnault and democratization of luxury
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Zoetis (ZTS)
Similarities and differences between the animal and human health industry, generic competition and mid-long term outlook
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Canadian Pacific Kansas City (CP) & Canadian National Railway (CNR)
Canadian vs US rails, ESG tailwinds and autonomous truck fears
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Some thoughts on the new addition to my portfolio (2024)
I had been following this company closely for years and I have finally added it to my portfolio for the first time. It is already one of my top ten…
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2023 Annual Letter
2023 recap and updated portfolio to face 2024
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The Estée Lauder Companies (EL)
The eternal rivalry with L'Oréal and the last great crisis of the Lauder family
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4
Perimeter Solutions (PRM)
Digging into the management's compensation system and the emergence of a new competitor
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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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