Aleksi Tuuri
Aleksi Tuuri @TuuriInvesting

Performance
All

7.83%2026
2026
19.77%2025
2025
11.60%2024
2024
18.89%2023
2023
4.54%2022
2022
19.8%0%-19.8%
Aleksi Tuuri
Healthcare: The Market’s Forgotten Giant at a Historic Discount There is something that catches my eye about healthcare right now. It is one of the largest sectors in the economy, it touches every household, and almost nobody is talking about it. After years of chasing AI and technology, the market... Show More
Aleksi Tuuri
Nuclear’s Second Chance — Will It Actually Deliver This Time? Nuclear energy has spent the better part of three decades in managed decline. Ageing plants, cost overruns, post-Fukushima sentiment, and the falling price of renewables all pointed in the same direction. Then something changed — and it came... Show More
Aleksi Tuuri
Concentration risk as the market’s blind spot There is a question worth sitting with before you call yourself a passive, diversified investor: diversified relative to what, exactly? The S&P 500 is marketed as exposure to 500 of America’s greatest companies. That number — 500 — carries a psychological... Show More
Aleksi Tuuri
What Charlie Munger Actually Meant by ”Don’t Lose Money” Charlie Munger spent decades saying things that sounded simple until you sat with them long enough to realize they weren’t. One of his most enduring convictions was this: the most important thing in investing is the avoidance of permanent loss... Show More
Aleksi Tuuri
What If the AI Threat to Software Is Also the Opportunity? What strikes me about the current conversation around software companies is how quickly a single narrative has taken hold — AI is coming for software, margins will compress, moats will narrow, and yesterday’s compounders will become tomorrow’s... Show More
Aleksi Tuuri
When the Lock Business Gets Better Because Thieves Get Smarter — Part 2 In Part 1, I wrote about the broad dynamic — AI making attacks faster and cheaper, and cybersecurity companies quietly compounding in response. But I want to go a level deeper, because there are a few things about this industry... Show More
Aleksi Tuuri
When the Lock Business Gets Better Because Thieves Get Smarter — Part 1 There is an old idea that the best time to own a lock company is when burglaries are rising. I have been thinking about that a lot lately when looking at cybersecurity. AI has handed criminals a remarkably effective toolkit. IBM’s... Show More
Aleksi Tuuri
The World Is Changing — Are You Investing Like It? Ray Dalio recently highlighted a reality many investors prefer to ignore: the current geopolitical environment isn’t a short-term disruption — it’s a long-term shift. Source: LinkedIn article by Dalio www.linkedin.com/comm/pulse/big-thing-we-world-war-isnt-going-end-anytime-soon-ray-dalio-sbrqe We’re... Show More
Aleksi Tuuri
QUARTERLY PORTFOLIO UPDATE Q1/2026 Q1 2026 was not an easy quarter to navigate. Two overlapping shocks defined my experience as an investor. First, the DeepSeek hangover from late 2025 continued to weigh on my AI and software positions, as the market kept questioning whether the hundreds of billions... Show More
Aleksi Tuuri
Nobody Knows When. That’s Why You Invest Every Month. The single most common investing mistake isn’t picking the wrong stock — it’s waiting for the “right moment” that never clearly arrives. Markets are noisy, valuations are confusing, and the headlines are always alarming. This is not new. This is... Show More

About Aleksi Tuuri
Finland
Strategy: Multi-Strategy

Wide Moat Companies & Multi Asset Diversification 💼
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