The MaM Portfolio: 2025 Q3 Update

Core Insights - The company emphasizes the importance of learning from each other and has been sharing quarterly updates of its holdings for two and a half years [1] - The focus is on identifying high-quality businesses with strong competitive advantages, high free cash flow margins, secure balance sheets, and understandable business models [1] - The portfolio is publicly available on Seeking Alpha, allowing others to follow the investment journey [1] Investment Strategy - The company aims to find companies that can outperform index funds over the long term [1] - The analysis conducted is intended to be rational and objective, focusing on the quality of the businesses [1]