Heavy Moat Investments

Heavy Moat Investments

Share this post

Heavy Moat Investments
Heavy Moat Investments
I sold a core position
Copy link
Facebook
Email
Notes
More

I sold a core position

Let's explore several reasons outside of the fundamentals for my sale

Heavy Moat Investments's avatar
Heavy Moat Investments
Feb 07, 2025
∙ Paid
7

Share this post

Heavy Moat Investments
Heavy Moat Investments
I sold a core position
Copy link
Facebook
Email
Notes
More
2
Share

Today, I sold a core position in my portfolio. Sometimes, listening to your gut is good, even if the numbers look great. Or even if it’s just an opportunity cost to allocate to other investments. I sold at a significant gain and used my tax shield from previous sales at a loss to avoid paying taxes on the transaction.

Unlock the full analysis and much more

As a paying subscriber, you'll gain exclusive access to the rest of this article, where I talk about my decision to sell, plus all my premium insights on businesses, valuations, and investing strategies. Take advantage of this opportunity to elevate your investing game today!

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Heavy Moat Investments
Publisher Terms
Substack
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More