Hated Moats
Hated Moats InvestorsIdentifying hated moats. Deep-dive analyses of high-quality companies facing temporary market hatred.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 86 | Founded | a year ago | Last Issue | 11 days ago |
| Active | |||||
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hatedmoats.substack.comLatest Issues
Lululemon: The 15-Minute Thesis
What Does the Company Do?
Lululemon is a brand of premium athletic-apparel that designes technical wear (known especially for their leggings). The company is known for outsourcing the production and selling the products mainly via its ow...
Michael Burry Is Betting Big on Lululemon. Should You?
What Does the Company Do?
Lululemon is best understood as a premium apparel brand with strict control over its sales. They design technical athletic wear, outsource the manufacturing, and sell it almost entirely through their own stores...
Ultragenyx ($RARE): A Catalyst-Driven Thesis With Asymmetric Upside
After my previous successful investment in a small-to-mid cap biotech company Compass Pathways ( ), I decided to invest in another one. Here is my thesis. By the way, the CMPS position in My Private Portfolio is up over +42%.
Brief Intr...
AppLovin: Deep Dive Analysis
What Does the Company Do?
AppLovin is best understood as an advertising tech company, now powered by AI. Its job is to help businesses find customers who are likely to spend money, while helping app publishers earn as much as possible fr...
Novo Nordisk Q2 2026 Review: Better Than Feared But Is It Enough?
Exactly 6 months after our FY2025 review, Novo has already raised the guidance we called too conservative. The commercial thesis is improving faster than expected. The pipeline thesis is not.
For reference, here is our FY2025 Review & 2026...
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We analyze and track the world’s strongest businesses when the market turns against them. | 24.5% CAGR since 2010.
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