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Ultimate Stocks Portfolio: newcomer delights

04/12/2023

UK US

Experian chamelion

The latest addition to our Ultimate Stocks Portfolio has reported excellent results which we cover here. Elsewhere the world of luxury, spirits and entertainment deliver mixed results, although we are less concerned with short-term triviality. Read on here for our latest thoughts on results and updates from our high-performing Ultimate Stock Portfolio.


It’s always challenging to make changes to a portfolio, but after considerable reflection we are very happy with the newest addition to our Ultimate Stocks portfolio, whose considerable and growing protective moat is increasingly hard for rivals to breach.

Elsewhere, our struggling entertainment giant reported results ahead of expectations, lifting the shares. While there is plenty of tidying up still to do, with the core business in good health, the long term outlook looks more…

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