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Portfolio Update: I Changed My Mind on Three Positions
I did some things this month. Here are my moves + full watchlists w/ fat pitches
Jun 30
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Rob H. | Atomic Moat
6
1
1
I Fed Claude 60 Years of Buffett Letters and My Exact Framework. Here Is What I Built.
Increase your understanding and spot fat pitch triggers for every stock you analyze. Here is how to use Claude as a trustworthy, critical, and efficient…
Jun 28
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Rob H. | Atomic Moat
13
2
1
Watchlist: 13 Nordic Quality Compounders Most Investors Never See, and the Exact Price I’d Pay for Each
Most investors never look here.
Jun 24
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Rob H. | Atomic Moat
7
2
1
What Michael Burry Actually Teaches Us
Mastering the Drawdown: The Strategies and Mindset We Can Actually Steal from Wall Street’s Most Stubborn Investor.
Jun 21
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Rob H. | Atomic Moat
22
2
The Complete Guide to Scale Economies Shared Investing
How Nick Sleep’s most powerful idea works, where it came from, and the one ratio that tells you whether the moat is real.
Jun 17
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Rob H. | Atomic Moat
7
1
4
The Illusion of Rationality: Why “Different This Time” is still the Most Dangerous Phrase in Finance
Right About the Tech, Catastrophically Wrong About the Price
Jun 16
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Rob H. | Atomic Moat
18
3
Watchlist: 27 Founder-Led Compounders, and the Exact Price I’d Pay for Each
Here is my investing universe.
Jun 14
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Rob H. | Atomic Moat
4
2
The Money Mind: Will Danoff
Will Danoff has managed more money than most countries own. Here’s the embarrassingly simple idea behind it.
Jun 9
•
Rob H. | Atomic Moat
18
4
7 Multibagger Ideas: Quality Small-Cap Stocks (2026)
These stocks have it in their DNA to become multibaggers.
Jun 7
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Rob H. | Atomic Moat
31
2
2
Toast: A Deep Dive
A founder-led toll booth on the American restaurant, drowning in cash at last. So why do I own only a sliver?
Jun 7
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Rob H. | Atomic Moat
7
1
The Costco Trick: 6 Small Cap Companies That Could 10x by Giving the Money Back
A friendly tour of “Scale Economies Shared” — the most powerful flywheel in business — and the small, founder-run companies trying to ride it.
Jun 5
•
Rob H. | Atomic Moat
7
1
The Money Mind: Jack Bogle
How settling for exactly average returns beat almost every professional investor on Wall Street
Jun 2
•
Rob H. | Atomic Moat
7
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