Shaping the Future of Heavy Moat Investments – With Your Input!
Survey Results, Key Takeaways, and Exciting Improvements Ahead!
Hey everyone,
A week ago, I sent out surveys to both free and premium subscribers to understand what you love most about Heavy Moat Investments and how I can improve. Your feedback was incredibly valuable, and I want to share the key takeaways with you today.
My goal has always been to provide the best possible investment insights—whether you’re here for free portfolio updates or in-depth premium research. Today, I’ll walk through what I learned, what’s coming next, and how I plan to make Heavy Moat Investments even better for you.
The answers were only a tiny portion of you. Got more feedback? Message me!
Survey Highlights: What You Told Me
🔹 1. How Satisfied Are You?
Paid Subscribers: 45% of you are very satisfied, while 55% are only somewhat satisfied. While this tells me that nobody is unhappy, it also tells me there’s room for improvement and I want to ensure you’re getting the most value out of your subscription.
Free Subscribers: Many of you are interested in upgrading—but the top reason for not doing so was uncertainty about the extra value (43%) provided.
🔹 2. What Content Do You Want More Of?
Paid Subscribers:
The most valuable content for you is:
✅ New investment pitches (90%)
✅ Company deep dives (63%)
✅ Portfolio updates (45%)
✅ Earnings reviews (36%)
✅ Investment strategy posts (18%)This confirms that investment ideas and deep research drive the most value, while portfolio and earnings updates are useful but secondary.
Free Subscribers:
The biggest requests to consider upgrading were:
✅ More deep dives (51%)
✅ More new investment pitches (45%)
✅ Lower price (36%)
✅ More free previews of premium content (34%)
✅ More earnings discussions (16%)This shows that previewing premium content better and providing more stock ideas could help free readers see the value in upgrading.
🔹 3. Which Content Brings You the Most Value?
For free subscribers, the most valuable content is:
✅ Deep dives (77%)
✅ New investment pitches (49%)
✅ Portfolio updates (39%)
✅ Investment strategy posts (25%)
✅ Earnings updates (15%)For premium subscribers, the ranking is similar, but investment pitches and deep dives are the clear winners.
What’s Next: My Plans to Improve the Newsletter
Your feedback has given me a clear direction on how to make Heavy Moat Investments even more valuable. Here’s what I’m focusing on:
Based on your feedback, here’s how I’m making Heavy Moat Investments even better:
✅ More frequent investment pitches – Since 90% of premium subscribers and 45% of free readers want more stock ideas, I’ll prioritize new investment ideas alongside deep dives. New investment pitches will be irregular, however, because I don’t want to publish for the sake of publishing and need good ideas first.
✅ Expanding deep dives – 51% of free readers said more deep dives would increase their likelihood of upgrading. I’ll make sure premium subscribers get more of these while offering better free previews to showcase their value.
✅ Improved transparency on premium value – With 43% of free readers unsure what extra value they’d get, I’ll do a better job of previewing what’s behind the paywall—including more free samples and summaries. For example, I recently made my deep dive into Ashtead Group free—so you can see exactly what to expect: Business model deep dive - Fundamentals and Valuation deep dive
✅ Expand portfolio updates – 45% of premium subscribers and 39% of free readers find these valuable. I’ll ensure these continue regularly, with extra insights for premium members, like my valuation matrix with updated numbers each month.
✅ Better earnings coverage – While only 36% of premium and 16% of free subscribers ranked this as a priority, I’ll ensure earnings updates focus on the most actionable insights—especially after big stock moves
✅Ensuring Strong Value for the Price – While 36% of free subscribers mentioned price as a factor, my focus is on making the premium experience well worth it. I believe the depth of research, actionable insights and exclusive content provide significantly more value than its cost. For those looking for the best deal, the annual subscription offers a lower price and full access to everything Heavy Moat Investments has to offer.
This is your newsletter just as much as it is mine. Your input helps shape its direction, and I want to keep making it better for you. If you have further suggestions, feel free to reach out—I’m always happy to hear your thoughts!
A Reminder of the Premium Benefits
If you enjoy my free content, upgrading to a premium subscription unlocks even more:
✔ Detailed Research on high-quality global compounders and European champions, with deep fundamental & valuation analysis.
✔ Actionable Investment Pitches – Ideas with high upside potential and limited downside.
✔ Earnings Breakdowns on key reports and market reactions.
✔ Real-Time Trade Alerts on all my portfolio moves, plus access to the premium chat.
✔ Exclusive Investing Tools, including my Inverse DCF template and more.
If you’re on the fence, now’s a great time to join over 7,900 investors who already get my full research & real-time insights.
🔥 I recently made my deep dive into Ashtead Group free—so you can see exactly what to expect: Business model deep dive - Fundamentals and Valuation deep dive
Final Thoughts: Your Input Shapes This Newsletter
I want to thank everyone who took the time to respond—your insights are helping me make this newsletter even better. My goal is to continuously improve and ensure that both free and premium subscribers get maximum value.
If you ever have more feedback or ideas, feel free to reply to this email or leave a comment. Heavy Moat Investments is built for you, and I’m excited to keep refining and expanding what I offer.
Let’s keep learning and investing together! 🚀
— Niklas
Interesting. Hoping the best for you :)