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 | 81 | Founded | a year ago | Last Issue | 10 days ago |
| Active | |||||
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hatedmoats.substack.comLatest Issues
Portfolio Update & 1 Year of Hated Moats
Dear Hated Moats shareholders (our Substack subscribers),
This week, it’s been 1 year since our launch on this platform. Here are results of the growth in our Q3, as well as performance of our portfolios. :)
1. Our Q4 & First Year in N...
Netflix: Deep Dive Analysis
What Does the Company Do?
Netflix is a global entertainment company that delivers television series, films, live programming and games directly to consumers through an internet-based platform.
At first glance, Netflix appears relatively...
Netflix: DCF Valuation
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Date of Analysis: July 14-17, 2026
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Verdict: Undervalued
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Current Intrinsic Value (Base Case): $88.5
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Price at the Time of Analysing: $69
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1. Brief Overview
When we valued Netflix in January 2026, the shares traded nea...
MercadoLibre: Valuation Model
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Date of Analysis: June 30 - July 9, 2026
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Verdict: Fairly Valued to Slightly Undervalued
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Current Price Target (Base Case): $1,980
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Price at the Time of Analysing: $1,807.83
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MercadoLibre is a high-quality commerce and fint...
Hated Moats Brief: SAP in 10 Minutes
SAP’s business, moat, AI exposure, valuation, risks and final verdict, without the 35-minute commitment.
Our complete SAP Deep Dive is a long read. This Brief is for investors who want the central investment case, the most important number...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Hated Moats.
| Subscribers | Engagement | 78 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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SEO Reach
Where Hated Moats ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 248 | Monthly Search Traffic | Top Keywords |
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Authors
The writers behind this newsletter.
We analyze and track the world’s strongest businesses when the market turns against them. | 24.5% CAGR since 2010.
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