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 | 88 | Founded | a year ago | Last Issue | 17 days ago |
| Active | |||||
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hatedmoats.substack.comLatest Issues
Reddit: DCF Valuation
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Date of Analysis:September 6 -25, 2026
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Verdict: Undervalued
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Current Intrinsic Value (Base Case): $225
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Price at the Time of Analysing: $
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1. Brief Overview
Reddit ( ) is one of the world’s largest community platforms...
New Position in My Private Portfolio
On September 2, 2026, I added Credo Technology Group ( ) to My Private Portfolio at an average price of $170.54 per share.
My whole private portfolio can be viewed in real time on:
www.hatedmoats.com
… and all subscribers can access...
Lululemon: The 15-Minute Thesis
What Does the Company Do?
Lululemon is a brand of premium athletic-apparel that designes technical wear (known especially for their leggings). The company is known for outsourcing the production and selling the products mainly via its ow...
Michael Burry Is Betting Big on Lululemon. Should You?
What Does the Company Do?
Lululemon is best understood as a premium apparel brand with strict control over its sales. They design technical athletic wear, outsource the manufacturing, and sell it almost entirely through their own stores...
Ultragenyx ($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...
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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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