All Deep Dives

The Stock Exchange Business model primer

How they work, where they win and what makes them interesting investments

Oct 13 •

Heavy Moat Investments

Ashtead Technology vs. Ashtead Group: Similar name, different game

Diving (pun intended) into the equipment rental industry

Oct 6 •

Heavy Moat Investments

Danaher: From Star Performer to Post-Pandemic Hangover

For years, Danaher stood at the center of secular growth narratives in biotech and diagnostics.

Sep 24 •

Heavy Moat Investments

Cellebrite: Benefiting from rising digital crime in a structurally underpenetrated market

Industry expected to grow by 15% with multiple secular tailwinds

Sep 3 •

Heavy Moat Investments

Cellebrite: Dominating digital Forensics ( Growth plus special situation)

Developing the picks and shovels of digital crime fighting

Aug 25 •

Heavy Moat Investments

Mettler-Toledo: A long-term winner in consolidation for 4 years

Can they return to outperformance again?

Jul 28 •

Heavy Moat Investments

Mettler Toledo: A Quiet Giant in Precision Instruments

Analyzing Mettler Toledo: Quality, Moat and Management

Jul 21 •

Heavy Moat Investments

Eurofins Scientific: Can this Elite compounder get back to outperforming?

Despite its three year bear market the company delivered a 28% CAGR over the last 25 years.

Jun 24 •

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

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

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