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• Heavy Moat Investments

  Straightforward Quality Investing – Actionable & Insightful Analysis. Written by Niklas, a young and self-taught investor.

  12 posts · theirs

Lately

• Subscriber Benefit: live portfolio overview update

  Heavy Moat Investments · 2026-08-22

• Notes on the 30% Cellebrite earnings crash

  Heavy Moat Investments · 2026-08-20

• Is ResMed a sleep well at night investment?

  Heavy Moat Investments · 2026-08-10

• Amadeus IT: Is the travel infrastructure moat crumbling?

  Heavy Moat Investments · 2026-07-27

• Copart: A Great Business that stopped being untouchable

  Heavy Moat Investments · 2026-07-13

• Nintendo: A high-quality business hiding in plain sight

  Heavy Moat Investments · 2026-07-07

• Dissecting the Innoscripta bear case

  Heavy Moat Investments · 2026-06-26

• Edenred: Another high conviction position at risk of getting taken out

  Heavy Moat Investments · 2026-06-21

• My mom asked if she should buy the SpaceX IPO: Let's talk about lessons from past bubbles

  Heavy Moat Investments · 2026-06-11

• When everyone is looking in the same direction

  Heavy Moat Investments · 2026-06-06

• VRRM 75% crash in two days: Is this a once-in-a-decade overreaction?

  Heavy Moat Investments · 2026-05-28

• Ferrari Group PLC: The better Ferrari stock to own (No, they don’t make cars)

  Heavy Moat Investments · 2026-05-26

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