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D Invests

Self taught investor. Focus on quality.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues80Founded2 years agoLast Issue12 days ago
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Latest Issues

Portfolio Update July 2026

Summary

  • Trimmed two core positions Greggs and Roper Technologies
  • No purchases

  • Huge month of earnings releases with positive sentiment shift changes in a few core holdings.

Hello and welcome to this months portfolio...

12 days ago
14
2

Portfolio Update June 2026

Summary

  • Added to Tractor Supply and Pool Corp

  • No sells

  • New position Zoetis

Hello and welcome to this months portfolio update.

June was a notably quiet month in terms of portfolio activity. One new position was ad...

a month ago
8
1

New Buy : Zoetis 🐕

Summary

  • Name -Zoetis

  • Ticker - ZTS

  • Market cap - $33.3Bn

  • Industry - Pharmaceuticals

  • LTM Revenue - €9.46Bn

  • LTM EBIT - €3.6m

  • LTM Net Income - €2.6Bn

Investment opportunity

After a sign...

2 months ago
19
5

Portfolio Update May 2026

  • Sold Nomad Foods.

    • Trimmed Copart.

    • Added to existing holdings Pool Corp and Floor and décor.

    • New buy Tractor Supply.

Hello and welcome to this months portfolio update.

As we cross the halfway point of 2026, it’s a natu...

3 months ago
11
1

Tractor Supply: A Yield Worth Harvesting

Overview

  • Name - Tractor Supply
  • Ticker - TSCO

  • Market cap - $16.08Bn

  • Industry - Speciality Retail

  • LTM Revenue - €15.65Bn

  • LTM EBIT - €1.45m

  • LTM Net Income - €1.08Bn

Looking at the market today, th...

3 months ago
11
1

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  • D Invests

    Self taught investor with a focus on quality and value. This newsletter focuses on businesses within my portfolio past and present. My aim is to double my investments every 5 years resulting in a target 15% CAGR. Not investment advice.

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