Heavy Moat Investments

Heavy Moat Investments

Share this post

Heavy Moat Investments
Heavy Moat Investments
I sold a stock and two buys

I sold a stock and two buys

Heavy Moat Investments's avatar
Heavy Moat Investments
Feb 14, 2024
∙ Paid
18

Share this post

Heavy Moat Investments
Heavy Moat Investments
I sold a stock and two buys
Share

Today, I sold a stock, which was a non-core position in my portfolio. While I still see a good future for the business, it was not one of my highest convictions and I see much more compelling opportunities out there.

In this quick article, I’ll go over my reasons for selling and where I’m reinvesting the proceeds.

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