Just Another Shameless Cloner
Leeder CapitalDocumenting my investment journey, covering what I learn, my portfolio, the companies I track! Nothing I say is investment advice
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 25 | Subscribers | Read | ltir.substack.com |
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Latest Issues
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Moncler Deep Dive Part 3: The option call
Welcome to part 3 of my deep dive into the Moncler Group.
August Portfolio Update
Welcome to the August portfolio update!
July Portfolio Update
Welcome to the July portfolio update!
Moncler Deep Dive Part 2: The Moncler Brand
Welcome to part 2 of this deep dive into the Moncler group. In this deep dive, I will analyse the most important aspect of the Moncler brand. I will cover: Business model, industry landscape, moat, and opportunities.
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