Position Increase - B&M European Value Retail (BME.L)

I will increase my position in B&M European Value Retail (BME.L) by 25.0%, effective as of today’s close (July 17th)

BME recently released its FY26 Q1 Trading Statement. While I see it as slightly positive, the market reacted with a ~10% sell-off — from already deeply depressed levels. I saw it as an opportunity to add to my position.

I was on vacation when the report dropped. I noticed the sharp move later in the day and took a few minutes to review the update and scan for any news or market commentary that might justify the sell-off. Nothing material stood out. The numbers were fine, my thesis was intact, and the price was suddenly a lot more attractive. The next morning, during a quick coffee stop on the road, I updated my model, double-checked the setup, and executed the order in under five minutes. This is exactly why I maintain a structured process — so I can act quickly and confidently when opportunity shows up, even mid-vacation.

You can check my deep dive here:

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.