
This is the place to find easy-to-understand insights into high-quality companies written by Niklas, a young and self-taught investor. heavymoatinvestments.substack.com
| Publishes | Infrequently | Episodes | 5 | Founded | 24 days ago |
|---|---|---|---|---|---|
| Categories | Business NewsInvestingBusinessNews | ||||

A few weeks ago I had a fun conversation with my friend René Sellmann reflecting on 2025, making some predictions about 2026 and talking about the impact of AI on software companies. Talking with René is always fun and insightful and this time we act... more
Today I’m sharing my the podcast episode I recently recorded with my friends at The Dutch Investors about Cellebrite. The episode is free to listen to, but if you want to learn more about this business, I believe my deep dive on them was some of the ... more
Last week I had a fun conversation with Rene and Andrew about investing, going deep into some topics like Valuation and portfolio construction. The talk was very long with 100 minutes, but in my opinion well worth it, i.e. during a walk or in the gym... more
This week I’m at the beautiful Mahlstrom Open Air festival, so I won’t be uploading new deep dives. Instead I decided to publish a recent podcast I did with my friends from The Dutch Investors, where we talked about quality investing, moats, valuatio... more
A few weeks ago, I joined my friends at The Dutch Investors to record a podcast about one of my portfolio companies, Robertet. After the great feedback, we decided to make the whole podcast free to everybody!
You may have already read my analysis o... more










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