All Deep Dives

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

Pluxee: A wonderful business in a punished industry

Join Me and The Dutch Investors for a Deep Dive into Pluxee

Apr 12 •

Heavy Moat Investments

and

The Dutch Investors

59:50

IDEXX Laboratories: Quiet Compounder or Overlooked Opportunity?

A Deep Dive into Its Revenue Model, Margins and Long-Term Potential

Mar 26 •

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

🔐[Now Free] Robertet: 170 Years of Excellence

Join Me and The Dutch Investors for a Deep Dive into Robertet—Now Free to Listen!

Mar 6 •

Heavy Moat Investments

and

The Dutch Investors

53:09

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: Fundamentals and Valuation

Strong past growth, but how cool will the future look like?

Jan 19 •

Heavy Moat Investments

Carlisle: Fundamentals and Valuation

19% TSR CAGR over the last five years with further upside

Jan 2 •

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

Nemetschek: Fundamentals and Valuation

A long history of outsized returns (30% total return CAGR) by organic growth in software and bolt-on M&A

Sep 19, 2024 •

Heavy Moat Investments

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