1Wk·

New look & New position in Italy!

Decided to revamp the profile to bring a bit of humor and originality to the feed. Same disciplined strategy, just with a proper Conquistador style to hunt down those high-quality businesses. 🏰🛡️

Speaking of hunting... I’ve officially opened a position in Moncler ($MONC (+0.51%)).

Turns out the search for gold brought me straight to Italy. Couldn't resist adding a world-class luxury moat to the portfolio at these levels.

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25.08
Moncler logo
Bought at €47.87
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