Hated Moats
HatedMoats, TacticzHazelIdentifying hated moats. Deep-dive analyses of high-quality companies facing temporary market hatred.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 67 | Founded | 10 months ago | Last Issue | 12 days ago |
| Active | |||||
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hatedmoats.substack.comLatest Issues
Compass Pathways: Deep Dive Analysis
Overview & Positioning
Compass Pathways is a London-headquartered biotechnology company focused on developing new treatments for serious mental health conditions. Founded in 2016, the company is best known for COMP360, its investigation...
Novo Nordisk Q1 2026 Review: The Reset Year Looks Less Ugly Than Feared
Brief Intro
Novo Nordisk’s Q1 2026 print is one of those quarters where the headline numbers are both impressive and somewhat useless at the same time. :)
Reported sales increased 32% at constant exchange rates (CER) and reported opera...
Portfolio Update & Q3 FY26 Earnings Call
Dear Hated Moats shareholders (our Substack subscribers),
It’s been 9 months since our launch on this platform. Here are results of the growth in our Q3, as well as performance of our portfolios. :)
1. Our Q3 in Numbers
1.1. Produc...
Mastercard: DCF Valuation
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Date of Analysis: April 20 - April 24, 2026
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Verdict: Modestly Undervalued to Fairly Valued
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Current Price Target (Base Case): $568.5 per share
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Price at the Time of Analysing: $504.17
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1. Brief Intro
Mastercard is one...
DCFridays Update: What Changed, What Didn’t, and Where the Value Still Hides
Since publishing our DCFriday valuations, the big question, often asked by you in cases of individual companies as well, was simple… Did the fundamentals change, or did just the prices move? So, we went back through every name, checked what...
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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.
Long-Term Investor with a Value Mindset - Quality Fundamental Analyses in every Corner of the Market. Follow for Deep Research and Portfolio Updates.
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