Is ResMed a sleep well at night investment?
A few weeks ago my friend René Sellmann hosted a stock pitching meet up.
Heavy Moat Investments
Straightforward Quality Investing – Actionable & Insightful Analysis. Written by Niklas, a young and self-taught investor.
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Latest posts
Amadeus IT: Is the travel infrastructure moat crumbling?
Shares are down 30% since 2018, crushed by COVID black swan and AI fears
Copart: A Great Business that stopped being untouchable
The mastermind CEO returns and aims to "turnaround" the business, yet the stock sold off anyways.
Nintendo: A high-quality business hiding in plain sight
A 50/59 Quality Score and why the market may be underestimating the Switch 2 cycle.
Dissecting the Innoscripta bear case
Discussing several bearish arguments, interview with the CEO and valuation
Edenred: Another high conviction position at risk of getting taken out
BC Partners is looking to acquire Edenred
My mom asked if she should buy the SpaceX IPO: Let's talk about lessons from past bubbles
Lessons from past bubbles
When everyone is looking in the same direction
Risk management in a crazy concentrated bull market
VRRM 75% crash in two days: Is this a once-in-a-decade overreaction?
Breaking down the Avis loss, covenant risk, and worst-case valuation scenarios for Verra Mobility
Ferrari Group PLC: The better Ferrari stock to own (No, they don’t make cars)
Luxury Logistics Hiding Behind a Famous Name