Welcome to Moatiful!
This is Matt Coffina, portfolio manager for Trajan Wealth’s Expanding Moat and Defensive Moat strategies. I use this blog to share my thoughts on stock investing and current events. I hope you’ll find it informative, concise, and at least occasionally entertaining. The blog is free, and thank you in advance for forwarding to anyone who might be interested.
Prior to joining Trajan Wealth in July 2022, I spent 15 years at Morningstar as a portfolio manager and analyst. My investment philosophy is best summarized with one phrase: “Think like a business owner.” Stocks aren’t just squiggly lines on a computer screen—they represent an ownership interest in a real business. While stock prices are unpredictable in the short run, they should converge toward the value of the underlying business in the long run.
Please note that nothing in this blog is intended as investment advice. If you have questions about your personal financial situation, Trajan Wealth has many experienced advisors who will be happy to help craft your financial plan.
Disclosures
Moatiful is an independent publication of Trajan Wealth, L.L.C., an SEC registered investment advisor. The views expressed are solely those of the author, and may not reflect the views of Trajan Wealth. Nothing in this blog is intended as investment advice, nor is it an offer to buy or sell any security. Posts are for entertainment purposes only and should not be relied on when making investment decisions. Please consult your financial advisor for questions about your personal financial situation. All investments involve risk, including the potential for loss. Historical results may not be indicative of future performance. Data from third-party sources is not guaranteed to be accurate, timely, or complete. Links to external sources are provided for convenience only, and do not constitute an endorsement by Trajan Wealth. Clients and employees of Trajan Wealth may have a position in any of the securities mentioned. Data and opinions are subject to change at any time without notice.
