Moat Mind is a publication committed to transparency in investing, offering portfolio updates, deep-dive company analyses, and a value investing philosophy built on economic moats, financial strength, and long-term capital appreciation.
Here, I don’t just talk about investing—I show the results. You can track real returns, explore detailed company breakdowns, and dive into educational content designed to help you understand what makes a business truly durable for the long haul.
Investment Philosophy
My investment approach revolves around identifying financially strong companies that offer value based on their current prices, with an eye toward delivering solid returns. Once potential investments are identified, I thoroughly examine any warning signs—whether yellow or red flags—that might signal potential risks. I take a long-term view with a minimum investment horizon of 2-3 years. I’m particularly drawn to companies with durable competitive advantages, or what Warren Buffett calls an "economic moat." This concept refers to a business's ability to maintain its edge over competitors, ensuring sustainable profits and protecting its market share in the long run.
We can divide my approach into three parts, the business, the valuation and the portfolio management. Here you can find related posts for these three pillars:
Portfolio P&L Calculations
Moat Mind is built on full transparency—readers should be able to verify whether the reported P&L is accurate. That’s a rarity. Most publications either don’t report P&L at all or share numbers without a way for you to verify them.
For me, having skin in the game means holding myself accountable. If I can’t outperform the S&P 500 in the long run, then there’s no point in spending all this time—I'd be better off just investing in the index.
The portfolio remains fully invested at all times to ensure accurate comparisons. It is updated monthly using the closing prices from the last trading day. When changes occur—such as adding or removing stocks—they happen in two steps: first, an announcement is made, and then the portfolio is adjusted based on the next available closing prices.
On update days, any changes—such as stock additions, removals, or dividends—automatically trigger a recalculation of the portfolio’s performance, followed by a reindexing. The portfolio primarily invests in stocks from developed markets and measures its performance against three key benchmarks: RSP (S&P 500 Equal Weight), SPY (S&P 500 Market Cap-Weighted), and ACWI (All-World Index).
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Whether you're allocating capital or studying the process, this is the real-time dashboard behind the strategy—built to help you invest with clarity, conviction, and a real-time edge.
Disclaimer: The views expressed on Moat Mind are solely for informational and educational purposes and do not constitute financial or investment advice, nor an investment recommendation. The author is not acting as an investment adviser and does not provide personalized financial guidance. This content is not a comprehensive analysis of any security and is not a substitute for independent research—including review of SEC filings and consultation with a qualified financial professional. Although the information is based on sources believed to be reliable, its accuracy and completeness are not guaranteed, and opinions are subject to change without notice.
Disclosure: The author may hold positions in, or trade, the securities discussed without further notice. Example portfolio performance is not a promise of future returns, and past performance does not guarantee future results. You are solely responsible for your investment decisions, and Moat Mind disclaims any liability for losses incurred. Always consult a qualified financial advisor before making any investment decisions.
