Portfolio

Position Increase: Edenred (EDEN.PA)

I'm increase my position in Edenred (EDEN.PA) by 100%, effective as of today’s close (January 2nd).

Jan 2 • Moat Mind

2025 Portfolio Update — YTD: +11.8%

Jan–Dec 2025: +11.8% YTD, versus ACWI +22.4%, SPY +17.7%, and RSP +11.2%

Jan 1 • Moat Mind

Position Exit: Watches of Switzerland (WOSG.L), New Position: Dream Finders Homes (DFH)

Portfolio update effective at today’s close (November 19, 2025)

Nov 19, 2025 • Moat Mind

Position Exit: GigaCloud(GCT), Position Increase: Edenred (EDEN.PA)

Portfolio update effective at today’s close (November 7, 2025)

Nov 7, 2025 • Moat Mind

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

I'm increase my position in B&M European Value Retail (BME.L) by 16.7%, effective as of today’s close (October 20th).

Oct 20, 2025 • Moat Mind

September 2025 Portfolio Update - YTD: 18.7%

Jan–Sep 2025: +18.7% YTD, beating ACWI (+18.6%), SPY (+14.7%), and RSP (+9.7%).

Oct 1, 2025 • Moat Mind

Position Increase - Catana Group SA (ALCAT.PA)

I will increase my position in Catana Group SA (ALCAT.PA) by 9.1%, effective as of today’s close (September 29th).

Sep 29, 2025 • Moat Mind

New Position - Edenred (EDEN.PA)

Opening a new small position in Edenred (EDEN) as of today’s close, September 23, at the current price levels, representing 2.4% of the portfolio.

Sep 23, 2025 • Moat Mind

Position Increase - Catana Group SA (ALCAT.PA)

I will increase my position in Catana Group SA (ALCAT.PA) by 10.0%, effective as of today’s close (September 22nd).

Sep 22, 2025 • Moat Mind

Portfolio Update: Increase McBride (MCB.L), Decrease GigaCloud (GCT), New Position Toya (TOA.WA)

Adding McBride plc (+16.7%), cutting GigaCloud Technology Inc. (−50%), and initiating Toya S.A effective at today’s close (September 16).

Sep 16, 2025 • Moat Mind

Position Decrease - GigaCloud Technology Inc (GCT)

I’m reducing my GCT position by 33.3% effective at today’s close (September 12).

Sep 12, 2025 • Moat Mind

Position Increase - McBride (MCB.L)

I will increase my position in McBride (MCB.L) by 28.2%, effective as of today’s close (September 11th)

Sep 11, 2025 • Moat Mind

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts