Heavy Moat Investments
Heavy Moat Investments, René SellmannStraightforward Quality Investing – Actionable & Insightful Analysis. Written by Niklas, a young and self-taught investor.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 310 | Subscribers | Read | heavymoatinvestments.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The IRFS trap: Why I just closed a new position after just a month
I got lucky on this one and made a 5% return fortunately
Moving Away from Monthly Portfolio Updates towards a web application
Over the past months, I’ve been reflecting on how I spend my time as an investor, and more importantly, what drives my decision-making.
Baxter International: Deep value turnaround or hopeless value trap?
A history of scandals and mismanagement finally looking at a turnaround?
Down 50% since my deep dive and how small changes can mess with established software
Is this local monopoly software/hardware business now at an attractive entry point?
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Authors
The writers behind this newsletter.
Making investing simple. I’m a self-taught investor searching for high-quality businesses with a long-term edge at cheap prices. Follow along for clear, actionable insights. | Entertainment only, no financial advice.
Value buyer and growth holder. Global equity research for ambitious investors who love businesses. Obsessed with quality & disciplined valuation. Process- & data-driven. No hype, just deep analytical work for the patient minority. 10y+ in equities.
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