I started writing this Newsletter in July 2022 with a vastly different portfolio, containing predominantly well-known companies with US listings. Over the last 18 months, I have found a liking for smaller, less-known companies and European small and mid-caps.
I always wanted to have this Newsletter as a way to share my thoughts for free besides monetizing my writing on Seeking Alpha, but I have become increasingly frustrated with SA removing fixed payments for most European companies (they still pay per view). That is also why I have not covered some of my portfolio companies, like AO Johansen or Stemmer Imaging.
In this period I almost reached 2,000 subscribers. Without monetization, I have less of a desire to write about these companies, but I do want to talk about them. That is why I will add coverage for (mostly) European Small and Midcaps to my paid subscriber tier exclusively on this Substack. Up until now, paying only supported me, and I want to sincerely thank the five people who paid me for no additional value. This should also benefit free subscribers, as it will likely increase my motivation to post an occasional free post as well.
From now on you can expect exclusive coverage on companies, similar to my articles on Seeking Alpha, as a paid subscriber for $7 a month. If you want to know what type of content to expect, here is an article on Intel INTC 0.00%↑ and here is a short piece I wrote about Napco NSSC 0.00%↑. I will publish my first paid article on a new company I recently added to my portfolio in a few days: Stemmer Imaging. I hope I will be able to provide you with additional value for a fair price with this. Best wishes, Niklas from Heavy Moat Investments
Amazing growth! Congratulations!
Congrats! Following in your footsteps!