Heavy Moat Investments
Heavy Moat InvestmentsStraightforward Quality Investing – Actionable & Insightful Analysis. Written by Niklas, a young and self-taught investor.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 314 | Subscribers | Read | heavymoatinvestments.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
A capital allocation master class case study: Eurofins
Eurofins has been part of my portfolio for a while.
Real estate, diversification and my latest buy
Musings on portfolio construction and an interesting opportunity in a sector I don't like too much.
New Buy: A niche logistics provider to replace InPost in my portfolio? (16% IRR expectation)
Strong unit economics in a special niche.
Musings on value creation and capital allocation in an irrational world
We are living in turbulent times. The war in Ukraine isn’t over yet, global relations are deteriorating fast amidst the United States making headlines every other day and commodity prices are fluctuating rapidly. Oil is around 10 year highs...
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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.
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