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Investment Letter September, 2025
Learning & Insights + Portfolio Update $ASML $III.L $AMZN $LVMH $GOOGL $NFLX
Oct 5
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Massive Moats
9
September 2025
A Plan for the Future
Setting a course for a qualitative, knowledge-enriching journey with the wisdom of Naval Ravikant, David Deutsch, Nick Sleep, Chris Hohn and Charlie…
Sep 29
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Massive Moats
7
2
The Wisdom of Chris Hohn
A Deep Dive into the Principles of Outperforming the Market through Quality
Sep 21
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Massive Moats
22
7
Investment Letter August 2025
Learning & Insights + Portfolio Update $ASML $META $III.L $AMZN $LVMH $NFLX $GOOGL
Sep 1
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Massive Moats
18
1
August 2025
A Deep Dive Analysis into Netflix, Inc.
Discovering the Vivid World of Netflix
Aug 21
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Massive Moats
17
1
Review: What the World's Super Investors Were Buying and Selling in Q2 2025
Dev Kantesaria, Chris Hohn, François Rochon, Stuart McLaughlin, Pat Dorsey, Bill Ackman and Warren Buffett
Aug 16
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Massive Moats
12
Portfolio Update July 2025
My Highly Concentrated Portfolio in ASML, Meta Platforms, 3i Group, Amazon & Christian Dior
Aug 4
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Massive Moats
28
2
July 2025
A Deep Dive Analysis into the Nomad Investment Partnership
Exploring the Wisdom of Nick Sleep and Qais Zakaria in Long-Term Value Creation
Jul 30
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Massive Moats
29
7
Netflix Q2 2025
An Analysis of Netflix's Q2 2025 Financial Results
Jul 18
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Massive Moats
4
ASML Q2 2025
An Analysis of ASML's Q2 2025 Financial Results
Jul 16
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Massive Moats
20
1
Executive Summary of Bessembinder’s “Do Stocks Outperform Treasury Bills?”
Analyzing the Skewed Reality of Long-Term Equity Returns in Financial Markets (1926-2016)
Jul 14
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Massive Moats
4
The Five Strategies Driving Massive Moats
Unpacking Enduring Competitive Advantage: A Synthesis of Helmer's 7 Powers and Morningstar's 5 Economic Moats
Jul 12
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Massive Moats
12
1
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