Heavy Moat Investments
SubstackArticles
121
Companies covered
61
Sectors
9
Countries
14
Research Articles
Vusion: A pioneer in retail IOT
Jan 26, 2026
InPost: Will history repeat itself?
Jan 9, 2026
The InPost bear case: Risk reward calculation
Nov 20, 2025
Edenred: Guidance cut amidst Brazil regulations
Nov 12, 2025
Shift 4 is not a set and forget stock
Nov 10, 2025
Constellation Software's perfect storm
Oct 16, 2025
[FREE]Eckert & Ziegler: Why I sold the stock
Sep 25, 2025
Robertet: Seed To Success 2030
May 23, 2025
Edenred and Pluxee Crashed....again
Apr 29, 2025
Is Hershey a sweet buy now?
Jan 22, 2025
Watsco: Fundamentals and Valuation
Jan 19, 2025
Carlisle: Fundamentals and Valuation
Jan 2, 2025
Ashtead H1 trading update + valuation
Dec 16, 2024
Watsco: Winning by digitizing an old industry
Dec 12, 2024
Carlisle (CSL): Shrinking to grow
Nov 27, 2024
Atkore is looking very ugly
Nov 25, 2024
Pluxee and Edenred earnings summary
Nov 4, 2024
ASML: A quick update after the crash
Oct 20, 2024
Edenred: Fundamentals and Valuation
Oct 13, 2024
Edenred: How does it compare to Pluxee?
Oct 3, 2024
Nemetschek: Fundamentals and Valuation
Sep 19, 2024
ASML Valuation update
Sep 16, 2024
Napco short report review: How bad is it?
Sep 11, 2024
Nemetschek: Digitalizing a boring industry
Aug 26, 2024
Atkore crash: Was $ATKR a mistake?
Aug 11, 2024
Free Sample - Adyen: Fundamentals and Valuation
Jul 24, 2024
Frosta AG (NLM.DE) H1 Update
Jul 11, 2024
Revisiting Sartorius Stedim (DIM.PA)
Jun 23, 2024
Lifco AB: Fundamentals and Valuation
Jun 7, 2024
Hermle: Fundamentals and Valuation
May 25, 2024
Texas Instruments: Fundamentals and valuation
May 18, 2024
Atkore ($ATKR) Q2 Update
May 12, 2024
Napco ($NSSC) Q3 Update
May 9, 2024
Adyen: Unjustified Q1 selloff
Apr 29, 2024
Atkore: Fundamentals and valuation
Apr 15, 2024
Atkore (ATKR): Riding secular tailwinds
Apr 11, 2024
Robertet: Fundamentals and Valuation
Apr 7, 2024
Stemmer Imaging Annual Report
Apr 1, 2024
Robertet (RBT): 170 years of sustainable growth
Mar 27, 2024
Frosta AG: Fundamentals and Valuation
Mar 21, 2024
Ulta Beauty: Fundamentals and Valuation
Mar 16, 2024
Ulta Beauty (ULTA)
Mar 12, 2024
Is the UFP Industries sell-off justified?
Feb 21, 2024
Copart: Valuation and fundamentals
Feb 16, 2024
RCI Hospitality: How Terrible was the quarter?
Feb 11, 2024
Adyen: Back from the Dead
Feb 10, 2024
ASML: Valuation and fundamentals
Feb 3, 2024
Stemmer Imaging Valuation and Fundamentals
Jan 28, 2024
Sartorius Polyplus acquisition: An update
Apr 7, 2023
