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 | 83 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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hatedmoats.substack.comLatest Issues
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...
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...
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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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