Middle Coast Investing Q3 2025 Letter: Artificial Intelligence, Natural Caution

2025-10-03 13:47:14 ET

The third quarter was a very fortunate one for Middle Coast Investing. Our collective portfolio rose ahead of the S&P 500 and is ahead of our benchmarks year to date. Buyouts of four portfolio companies, including two significant positions, provided a big boost. Several other stocks jumped in price, for reasons that matched our investment theses. Only two stocks dropped meaningfully. And we managed these results without overextending ourselves. Before discussing those results, though, I’d like to cover a topic that has been on the market’s mind for 2+ years, but that I’ve only touched upon a little: Artificial Intelligence....

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