Earnings report

Hermle AG’s Brutal Guidance: Is There Still a Long-Term Investment Case?

Is Hermle still a high-quality compounder or is this a value trap in the making?

Mar 20 •

Heavy Moat Investments

FRoSTA AG: Germany’s Underrated Consumer Staples Champion–A Fresh Update

This German Frozen Food Small-Cap Is Up 25% YTD After Strong FY24 Results—What’s Next?

Feb 14 •

Heavy Moat Investments

Napco Crashes 25% after earnings: Is the investment case still intact?

What am I doing with my Napco shares?

Feb 4 •

Heavy Moat Investments

A tale of two cyclicals: Texas Instruments and ASML earnings

Both companies reported earnings these last few days with widely different results. Let's talk about them and see if any is a compelling buy right now…

Jan 29 •

Heavy Moat Investments

Is Hershey a sweet buy now?

Popular dividend growth stock, down >40% from highs

Jan 22 •

Heavy Moat Investments

Ashtead H1 trading update + valuation

Today, I want to discuss a very heavy company: Ashtead.

Dec 16, 2024 •

Heavy Moat Investments

Atkore is looking very ugly

What went wrong and what can we learn from it?

Nov 25, 2024 •

Heavy Moat Investments

Pluxee and Edenred earnings summary

Pluxee FY 24, Edenred Q3 24

Nov 4, 2024 •

Heavy Moat Investments

ASML: A quick update after the crash

My opinion on the 20% crash and ASML's future

Oct 20, 2024 •

Heavy Moat Investments

ASML Valuation update

Attractive after a 30% drawdown trading at 22x NTM EV/EBIDTA?

Sep 16, 2024 •

Heavy Moat Investments

Napco: Down 15% on earnings - Buying opportunity?

Today, Napco dropped 15% after reporting earnings.

Aug 27, 2024 •

Heavy Moat Investments

Atkore crash: Was $ATKR a mistake?

Atkore’s share price has been demolished in the last few months, especially in the last weeks.

Aug 11, 2024 •

Heavy Moat Investments

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