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Heavy Moat Investments

Hundreds of paid subscribers

Straightforward Quality Investing – Actionable & Insightful Analysis. Written by Niklas, a young and self-taught investor.

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PricingFreemiumPublishesTwice weekly
Issues322Founded4 years agoLast Issue13 days ago
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Latest Issues

VRRM 75% crash in two days: Is this a once-in-a-decade overreaction?

Breaking down the Avis loss, covenant risk, and worst-case valuation scenarios for Verra Mobility

Every investor has bad habits, one of mine is checking my brokerage app way too often for a long-term investor. Sometimes there are errors an...

13 days ago
5
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Ferrari Group PLC: The better Ferrari stock to own (No, they don’t make cars)

Luxury Logistics Hiding Behind a Famous Name

Yesterday evening, as I was scrolling through Twitter, everybody was talking about the new Ferrari car. The first EV in the company’s history….and they all hated it. I am not a car person, to me...

15 days ago
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Cellebrite is no longer just a phone unlocking company

Genesis AI, rising deal sizes and platform expansion could drive a new phase of growth.

For years, the core debate around Cellebrite centered on one question: how durable is its phone unlocking moat? It seems like a cat and mouse game betw...

16 days ago
5
2
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How STIF is benefiting from the explosive BESS boom

A Picks-and-Shovels Play on the BESS Boom

Energy is a hot topic nowadays as everybody is rushing into data centers, while the grids are already strained from the build out of EV infrastructure and renewables like wind or solar energy. Rene...

22 days ago
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Another quick personal update and a special Father's day discount

It has been one and a half years since I posted my quick personal update about leaving my job as a software developer. A lot has changed since then and I want to quickly talk about that. While I liked the first few years at my last (and fir...

a month ago
7
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  • Heavy Moat Investments

    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.

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