Heavy Moat Investments
107 articles covering 53 companies
History is repeating itself...InPost take private at 15.6€ per share
• 2026-02-09T09:26:55.601+00:00
Revisiting EVS Broadcast: Belgian Broadcasting equipment and services leader
• 2026-02-02T13:54:25.472+00:00
Vusion: A pioneer in retail IOT
• 2026-01-26T14:08:20.628+00:00
Innoscripta AG: An incredibly profitable niche business with near binary risks
• 2026-01-12T13:48:28.734+00:00
InPost: Will history repeat itself?
• 2026-01-09T13:40:28.034+00:00
What the path forward may look like for Pluxee and Edenred
• 2026-01-08T12:13:20.484+00:00
Cellebrite deep dive: Unlocking the truth in digital investigations
• 2026-01-03T14:10:48.024+00:00
Copart quality score: A high quality business finally on sale?
• 2025-12-30T12:56:26.732+00:00
SPS Commerce: Compounder on Sale or a fallen Angel?
• 2025-12-17T13:14:08.862+00:00
Revisiting Eurofins Scientific: A global leader in Laboratory Testing services
• 2025-12-10T13:59:35.347+00:00
Greggs PLC: Undervalued, but how good is the business?
• 2025-12-04T14:36:21.266+00:00
The InPost bear case: Risk reward calculation
• 2025-11-20T14:57:33.392+00:00
Revisiting Ashtead Technology: Circle of competence matters
• 2025-11-18T12:37:39.529+00:00
Edenred: Guidance cut amidst Brazil regulations
• 2025-11-12T11:46:32.489+00:00
Shift 4 is not a set and forget stock
• 2025-11-10T13:27:30.567+00:00
How the Edenred Amplified 25-28 Update elevated my conviction
• 2025-11-05T08:46:26.789+00:00
Danaher: Do its strong fundamentals justify the valuation?
• 2025-10-21T12:35:27.158+00:00
Constellation Software's perfect storm
• 2025-10-16T12:55:25.623+00:00
Ashtead Technology vs. Ashtead Group: Similar name, different game
• 2025-10-06T12:56:07.194+00:00
[FREE]Eckert & Ziegler: Why I sold the stock
• 2025-09-25T19:33:44.745+00:00