Heavy Moat Investments

Heavy Moat Investments

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Veeva Systems quality score: Can the healthcare winner expand its business?
Assessing Veeva's durability, capital allocation and future growth potential.
Quality investing, moats and valuations. A podcast w/ the Dutch Investors
This week I’m at the beautiful Mahlstrom Open Air festival, so I won’t be uploading new deep dives.
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Heavy Moat Investments
56:40
The beauty of compounding: The life cycle of an investor
How to approach retirement saving from an investment and income perspective
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Heavy Moat Investments
Eurofins Scientific: A global leader in a secular growth industry at a discount
23% 27 year CAGR, despite its current 50% drawdown
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Heavy Moat Investments
May 2025 Portfolio Update
3% in the month, less than indices, but still 14% alpha YTD.
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Heavy Moat Investments

May 2025

The Distribution Business Model Primer
How they work, where they win and what makes them interesting investments
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Heavy Moat Investments
Robertet: Seed To Success 2030
Robertet capital market day update
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Heavy Moat Investments
Atoss Software Quality Score: German Hidden Software Champion
Assessing Atoss's durability, capital allocation, and future growth potential.
When Every Byte Counts (15% IRR potential SaaS business)
A fast-growing mission-critical SaaS business with high retention and upsell
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Heavy Moat Investments
Time to sell? Breaking down my most expensive stocks
What should we do when our investment works out and stocks are now overvalued?
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Heavy Moat Investments
Why I believe this UK consolidator can deliver 17%+ annual returns over the next 5 years on a low risk profile
Consistent grower consolidating an industry with operating leverage
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Heavy Moat Investments
The Heavy Moat Investment Philosophy
An introduction to this publication and how I search the intersection between high-quality businesses and undervaluation
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Heavy Moat Investments
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