Deep Dive - Business Model

Mettler Toledo: A Quiet Giant in Precision Instruments

Analyzing Mettler Toledo: Quality, Moat and Management

Jul 21 •

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

Jun 5 •

Heavy Moat Investments

Eckert & Ziegler: A Pick-and-Shovel Play on Radiopharmaceuticals

Why Eckert & Ziegler could be one of the most overlooked compounders in Europe

Apr 14 •

Heavy Moat Investments

IDEXX Laboratories: The Hidden Giant Powering Pet Healthcare

The business behind your vet bill: Why IDEXX is a global leader in pet diagnostics

Mar 13 •

Heavy Moat Investments

Sonova AG: A Durable Growth Play on Demographics and Healthcare Trends

The high-quality market leader in the global hearing care industry

Feb 10 •

Heavy Moat Investments

Watsco: Winning by digitizing an old industry

Watsco started in 1947 as Wagner Tool & Supply Corp.

Dec 12, 2024 •

Heavy Moat Investments

Carlisle (CSL): Shrinking to grow

Rational capital allocation to create shareholder value

Nov 27, 2024 •

Heavy Moat Investments

Edenred: How does it compare to Pluxee?

Is bigger better?

Oct 3, 2024 •

Heavy Moat Investments

Nemetschek: Digitalizing a boring industry

A highly profitable german family business

Aug 26, 2024 •

Heavy Moat Investments

Free Sample - Ashtead Group: Consolidating the US equipment rental industry

Why own it if you can rent it?

Aug 3, 2024 •

Heavy Moat Investments

Free Sample - Adyen ($ADYEY): Innovating and Dominating Global Payment Services

Rapid founder-led growth at a fair price

Jul 10, 2024 •

Heavy Moat Investments

Verra mobility (VRRM): Mission critical technology provider in the mobility industry

Verra Mobility has gone through many hands over the last 20 years.

Jun 18, 2024 •

Heavy Moat Investments

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