Hated Moats
Hated Moats InvestorsIdentifying hated moats. Deep-dive analyses of high-quality companies facing temporary market hatred.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 75 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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hatedmoats.substack.comLatest Issues
Why I Bought a Deep-in-the-Money META Call Instead of Shares
On Friday, 26 June 2026, I bought one long-dated, deep-in-the-money call option on Meta Platforms .
This is a capital-efficient way of expressing my existing long-term Meta thesis while giving the business about 2.5 years to prove it.
#...
SAP: DCF Valuation
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Date of Analysis: June 22 - 26, 2026
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Verdict: Deeply Undervalued
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Current Price Target (Base Case): $260
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Price at the Time of Analysing: $155.09
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1. Brief Overview
SAP is a global enterprise-software company best kno...
Micron’s Profits Are Exploding. Is This the Top of the Cycle?
What Happens After the Shortage?
Micron is arguably in the strongest position in its history and the stock is no longer obviously cheap.
The company reports fiscal Q3 earnings on June 24. Before the new numbers arrive, investors should...
Hated Moats Website Launch
Hello everyone,
This week we’re pleased to announce an official launch of our Hated Moats website!
It is now live on:
www.hatedmoats.com
We’ve been working on this project for quite some time now and are quite happy with it so...
SK hynix: The First Real Memory Moat?
Introduction
For most of semiconductor history, memory stocks were where valuation discipline went to die.
They looked cheap when earnings were peaking and expensive when earnings were collapsing. Prices rose, capex followed, supply ca...
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Authors
The writers behind this newsletter.
Identifying hated moats. I buy companies when the market panics. Investing since 2002. Fundamental research & valuation modelling.
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