Heavy Moat Investments

Heavy Moat Investments has 127 stock analyses indexed on RhinoInvestory, covering 55 companies across Communication Services, Consumer Discretionary, Consumer Staples and 6 more. Published Feb 2023 – Oct 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 Singapore Spain Sweden Switzerland UK US United States Uruguay

Stock Analyses by Heavy Moat Investments

Sea (Un)limited: The Next Leg of Growth?

Sea Limited ($SE) • 2026-10-22

Innoscripta’s 60% Crash: Risk, Reward and the questions we can’t answer yet

Innoscripta ($1INN.DE) • 2026-10-02

Eckert & Ziegler down 60% since I sold: Is the Radiopharma thesis still intact now?

Eckert & Ziegler ($EUZ.DE) • 2026-09-15

Innoscripta: What I Learned From the CFO & IR Call

Innoscripta ($1INN.DE) • 2026-09-08

Notes on the 30% Cellebrite earnings crash

Cellebrite ($CLBT) • 2026-08-20

Is ResMed a sleep well at night investment?

ResMed ($RMD) • 2026-08-10

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 ($CPRT) • 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

• 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 ($FERGR.AS) • 2026-05-26

Cellebrite is no longer just a phone unlocking company

• 2026-05-25

How STIF is benefiting from the explosive BESS boom

• 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

• 2026-04-23

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

• 2026-04-14

Baxter International: Deep value turnaround or hopeless value trap?

Baxter International ($BAX) • 2026-03-25