New Format: Quick Pitch

European IoT small cap

Today, I want to try out a new format on Heavy Moat Investments: Quick Pitch. In this format, I want to quickly showcase a business I came across but have only done surface-level research on (this means I roughly understand the dynamics of the business, but not enough to make a complete analysis of it). I might not be sure if I want to dive deeper into the business, but I find it interesting enough to share. I will be more brief, using bullet points more than usual.

This format obviously won’t be split into two parts like my usual analysis and it won’t be of the same length or detail. I’ll try to quickly lay out the business model, competitive advantage and financial model.

Without further ado, let’s dive into it: