The Atomic Moat
Rob H. | Atomic MoatI got tired of financial noise and lazy analysis, so I built my own bunker. Here, I audit the books of the world's most interesting companies to find those that can compound for a decade. I share my models, screeners, and my honest mistakes along the way.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
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| Issues | 82 | Founded | 5 months ago | Last Issue | 2 months ago |
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atomicmoatresearch.comLatest Issues
“That’s it?! I’m buying more.”
A colleague has been talking about a company called AST SpaceMobile for months.
Space-based cellular broadband. Direct-to-device. Governments involved. Verizon. 50+ mobile network operators. Nearly 3 billion potential subscribers. A monopo...
Deep Dive: Baltic Classifieds Group (BCG.L)
If you read the Thesis Brief, you know the business. You know the flywheel, you know the Estonian tax shock, you know that a 78% EBITDA margin on a classifieds portfolio is genuinely extraordinary. You know the thesis.
This piece goes unde...
The Money Mind: Charlie Munger
Most people who know Charlie Munger know the ending.
The wit. The aphorisms. The Berkshire annual meetings. The billionaire who sat next to Warren Buffett for six decades and made the whole thing sharper, deeper, and more permanent than it...
Thesis Brief: A boring monopolist Mr. Market decided to panic about
You’ll notice something different about this post.
It says Thesis Brief at the top, not Deep Dive. That’s not an accident. It’s the start of something I’ve been thinking about for a while.
From now on, every company I cover gets two piece...
Deep Dive: Medpace
First off, let me tell you how this week’s Deep Dive actually came to be.
I just finished reading Christopher Mayer’s fantastic book, 100 Baggers, for the fourth time. Yup, the fourth. When you find a legitimate blueprint for building gene...
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Authors
The writers behind this newsletter.
Institutional-grade research. I hunt global monopolies and asymmetric opportunities using the Lynch & Sleep framework. Focus on survival assets and deep conviction. Transparent real-money portfolio.
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