Moat Mind
Transparent portfolio updates, deep business analyses, and original investment research articles for long-term investors.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 90 | Founded | 2 years ago | Last Issue | 5 months ago |
| Active | |||||
Read this Newsletter
moatmind.comLatest Issues
Position Increase: Edenred (EDEN.PA)
I was looking to add to my Edenred position at an attractive price. The stock has been trading in a range around 18–19, and I don’t want to miss the next move higher. I’m therefore planning to double my holding, which would take Edenred to...
2025 Portfolio Update — YTD: +11.8%
The Moat Mind Portfolio finished 2025 up 11.8%. That’s a positive absolute year, but it trailed global equities (ACWI) and the S&P 500 (SPY), while landing roughly in-line with S&P 500 equal weight (RSP).
The key story of the year is timin...
Position Exit: Watches of Switzerland (WOSG.L), New Position: Dream Finders Homes (DFH)
I’m making two changes in the portfolio:
- Fully exiting WOSG.L
I’ve sold the stake in Watches of Switzerland Group (WOSG.L) at today’s close around 35% profit in 3 months. The original thesis has largely played out, and the current ri...
Position Exit: GigaCloud(GCT), Position Increase: Edenred (EDEN.PA)
I’m making two housekeeping moves in the portfolio:
- Fully exiting GCT.
I’ve sold the remaining stake in GigaCloud Technology (GCT) at today’s close. The position has served its purpose, but the risk/reward skew has drifted from where...
Position Increase - B&M European Value Retail (BME.L)
Not great news: guidance was reduced again within two weeks, and there was an accounting error. Still, the selloff looks like panic—pricing in a catastrophe—so I’m increasing my position. Curious to hear your thoughts!
Subscribe for portfo...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Moat Mind.
| Subscribers | Engagement | 81 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
Authors
The writers behind this newsletter.
Transparent portfolio updates, deep business analyses, and original investment research articles for long-term investors.
Frequently Asked Questions
How can I access the email archive for Moat Mind?
You can find recent issues that have been published by Moat Mind on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Moat Mind have?
To see how many people subscribe to Moat Mind, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Moat Mind?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Moat Mind as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Moat Mind?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Moat Mind using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Moat Mind?
Scroll up to where it says Related Newsletters to see other publications like Moat Mind. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Moat Mind?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.