Finding Moats International is an investment research service. Paying subscribers will have access to in-depth research of quality companies, long investment ideas and regular portfolio updates.
This investment research service has the ultimate goal of providing company research with a different depth and perspective. It seeks to dive deep into the important details that will determine the long-term success or failure of the businesses covered. In an industry where the main focus is just on the variables for the next few quarters, this investment service aims to offer something different. I spend 100+ hours on every company so you don't have to.
I have worked as an analyst before, and I am currently a private investor. I love studying business models and I want to replicate what I used to do, but with a different direction. Having independence in my work is very important to me. I want to write about what makes me curious, and I don’t want to limit myself to the scope of the fund I'm working for.
If you want to get access to the full, constantly growing archive, please, consider becoming a paid subscriber.
What can you expect by becoming a paying subscriber?
I will post one in-depth research a month. I sometimes write about long stock ideas and I update my portfolio every quarter so you can see not only where I invest all my money, but also the reasons behind buying, selling or doing nothing. I will also provide regular updates on current holdings.
Author’s track record:
2019: +30.2%
2020: +41.8%
2021: +47.4%
2022: -29.9%
2023: +36.2%
2024: +24.3%
CAGR 2019 - 2024 (6Y)
Portfolio: +21.0%
S&P 500: +17.1%
MSCI ACWI: +12.7%
At the same time, by becoming a paying subscriber you can now have access to all the companies I have covered so far:
Vidrala
RCI Hospitality
Sherwin-Williams
Givaudan & Robertet
Ferrari
Instalco
Pool Corp
Fasadgruppen
Evolution
Watsco
TransDigm
Long Idea (December 2022)
Hermès
Tyler Technologies
TFF Group
Intuitive Surgical
Waste Connections
Long Idea (June 2023)
Keywords Studios
IDEXX Laboratories
Chocoladefabriken Lindt & Sprüngli
KONE
Perimeter Solutions
Estée Lauder
Long Idea (January 2024)
Canadian Pacific Kansas City and Canadian National Railway
Zoetis
LVMH
OTIS
Long Idea (June 2024)
EVO update + some thoughts on a serial acquirer
Long Idea (August 2024)
Ulta Beauty
Bakkafrost
Games Workshop
Spirax Group
If you become a paying subscriber now, eventual price increases in the coming years will not apply to you and you will be able to keep your annual subscription price forever (as long as you choose to automatically renew your subscription to this blog).
"Quality content. Long-term qualitative aspects are addressed in depth – this is certainly the main focus of Finding Moats’ strategy.” Amalio, paid subscriber
“Great blog that provides value and investment ideas. Really worth it.” Ignacio Reche, paid subscriber
“Finding Moats’ analyses of quality businesses have been invaluable to my proprietary research!” Ernesto, paid subscriber
“Finding Moats is a really great source for perspective and ideas that can help build a successful long term portfolio.” Zach, paid subscriber
Thank you again for supporting Finding Moats International, Investment Research Service. If you have any questions, please let me know (findingmoatsblog@gmail.com / @Finding Moats).
Disclaimer: Nothing in Finding Moats International constitutes financial advice. Please, do your own due diligence.
