The MaM Portfolio: Full Year 2024 Update - 2 Years Of Alpha

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Here at Moats and Monopolies, we look for the highest quality businesses around the world. We are part owners in companies with strong competitive advantages, high free cash flow margins, secure balance sheets and understandable business models. Our portfolio is openly shared on Seeking Alpha for you to follow along with our investing journey. In our analyses, we endeavour to be rationale and objective. Our aim is to find companies that will beat index funds over the long term.

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of ALL OF THE HOLDINGS DISCUSSED IN THE ARTICLE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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