Archive - Finding Moats International, Investment Research Service

2024 Annual Letter

2024 recap and updated portfolio to face 2025

Jan 12 •

December 2024

Spirax Group (SPX)

Opportunity or Value Trap?

Dec 30, 2024 •

November 2024

Games Workshop (GAW)

Kevin Rountree's strategy, deal with Amazon and the launch of Space Marine 2

Nov 29, 2024 •

October 2024

September 2024

Ulta Beauty (ULTA)

Opportunity or Value Trap?

Sep 23, 2024 •

August 2024

July 2024

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

Jul 30, 2024 •

June 2024

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…

Jun 26, 2024 •

May 2024

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