About Heavy Moat Investments
Heavy Moat Investment is an investment newsletter focusing on high-quality companies at fair prices led by a credible management team with good capital allocation capabilities. My name is Niklas, and I am a 25-year-old software developer with a passion for finding great businesses. As a young, self-taught investor, I document my journey learning about businesses and how to spot the truly great ones without overpaying.
What to expect
Research into global high-quality business models in growth markets outside of the mainstream.
Analysis of management and capital allocation.
Short and concise writing, I won’t publish 5,000-word lectures but instead, try to get to the point in easy-to-understand language.
A focus on long-term shareholder value creation while staying within ethical business practices.
Rational cash flow-based investing.
What NOT to expect
Short-term trades, turnaround stocks, unprofitable moon-shot bets or speculation.Price targets and investment advice.Emotional trading, because of a bad quarter
Why should I listen to you?
I don’t claim to be the best investor around, but I’ve been doing this publicly via my Twitter and Seeking Alpha presence for the last few years. While I made mistakes, it is inevitable to fail as an investor, the important part is what you learn from it!
On January 4th, 2022, I started to track my personal portfolio, where I add cash incrementally. As of 5th March 2024, the portfolio returned 33.4% compared to 9.5% for the S&P 500 and 11.5% for the Nasdaq 100. While this is a short period of time, it still is encouraging and a sign that my strategy is working and I’ll try to continue this outperformance. While I was actively writing for Seeking Alpha, Tipranks ranked me as a 5-star blogger, ranked #1,062 out of #28,827 financial bloggers (data from 22 May 2024, images below).
Premium Offering
As a premium subscriber, you get:
Investment research into global high-quality/compounder companies, primarily in the Small/Mid-cap range ($100 million to 20 billion), split into business model and fundamental & valuation analysis.
Earnings analysis on interested earnings reports (often after a strong reaction in the stock price or unexpected fundamental developments).
Monthly ideas out of my investable universe.
Notified about all my transactions on the same or next day via the premium chat.
My Inverse DCF template and other resources.
As a free subscriber, you get:
Monthly portfolio updates.
Occasional free posts about investment principals or individual stocks.
The subscription is affordable at $17 a month or $125 a year. I produce timeless content (most business models won’t be too different five years from now), and as the library grows, I expect to raise prices as the value of the offering increases (existing subscribers are grandfathered in their pricing).
Feedback from subscribers
Keep in mind that this is not financial advice. I am just a private investor doing what I love. I am not a certified financial advisor and everything I say should be looked at with a grain of salt, I am human after all. See this as part of your research, but do your own due diligence! All financials are fetched from company reports or data aggregators like Koyfin or Seeking Alpha.
