Heavy Moat Investments

Heavy Moat Investments has 121 stock analyses indexed on RhinoInvestory, covering 61 companies across Communication Services, Consumer Discretionary, Consumer Staples and 6 more. Published Feb 2023 – Jul 2026.

Sectors Covered

Communication Services Consumer Discretionary Consumer Staples Energy Financials Health Care Industrials Information Technology Materials

Countries Covered

Belgium Brazil Canada France Germany Israel Japan Luxembourg Netherlands Sweden Switzerland UK US Uruguay

Stock Analyses by Heavy Moat Investments

Amadeus IT: Is the travel infrastructure moat crumbling?

Amadeus IT Group ($AMS.MC) • 2026-07-27

Copart: A Great Business that stopped being untouchable

Copart • 2026-07-13

Nintendo: A high-quality business hiding in plain sight

Nintendo ($7974) • 2026-07-07

Edenred: Another high conviction position at risk of getting taken out

Edenred SE ($FR:EDEN) • 2026-06-21

My mom asked if she should buy the SpaceX IPO: Let's talk about lessons from past bubbles

SpaceX • 2026-06-11

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

Verra Mobility ($VRRM) • 2026-05-28

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

Ferrari Group PLC • 2026-05-26

Cellebrite is no longer just a phone unlocking company

Cellebrite • 2026-05-25

How STIF is benefiting from the explosive BESS boom

STIF • 2026-05-19

Understanding Mercado Libre’s Q1 through the lens of Time Arbitrage

Mercado Libre ($MELI) • 2026-05-10

Why the Nintendo crash could be a massive opportunity to own world class IP

Nintendo ($7974) • 2026-05-04

A capital allocation master class case study: Eurofins

Eurofins • 2026-04-23

New Buy: A niche logistics provider to replace InPost in my portfolio? (16% IRR expectation)

InPost • 2026-04-14

Baxter International: Deep value turnaround or hopeless value trap?

Baxter International • 2026-03-25

History is repeating itself...InPost take private at 15.6€ per share

InPost • 2026-02-09

Revisiting EVS Broadcast: Belgian Broadcasting equipment and services leader

EVS Broadcast • 2026-02-02

Vusion: A pioneer in retail IOT

VUSION SA ($VU) • 2026-01-26

Innoscripta AG: An incredibly profitable niche business with near binary risks

Innoscripta • 2026-01-12

InPost: Will history repeat itself?

InPost • 2026-01-09

What the path forward may look like for Pluxee and Edenred

Edenred SE ($FR:EDEN) • 2026-01-08