Heavy Moat Investments

Heavy Moat Investments

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Veeva Systems quality score: Can the healthcare winner expand its business?
Assessing Veeva's durability, capital allocation and future growth potential.
When Every Byte Counts (15% IRR potential SaaS business)
A fast-growing mission-critical SaaS business with high retention and upsell
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Heavy Moat Investments
Why I believe this UK consolidator can deliver 17%+ annual returns over the next 5 years on a low risk profile
Consistent grower consolidating an industry with operating leverage
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Heavy Moat Investments
Improving Fundamentals, Falling Valuation: Bright Future (16,9% forward IRR, Dutch small cap quick pitch)
Going upmarket, growing recurring revenue streams and strong cash generation at 13x EBIT
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Heavy Moat Investments
Why I believe this European SaaS company can deliver 17%+ annual returns from here.
Scaling organically with high margins, delivering 20%+ ROIC and trading at an attractive valuation. Plus special 20% discount inside for the next 3…
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Heavy Moat Investments
MSCI Quality Review: Is This Owner-Operator Worth Buying Now?
Breaking down MSCI’s moat, margins and management through my 13-point quality framework.
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Heavy Moat Investments
There Are No Points For Creativity! The Power of Shameless Cloning
How I Use Shameless Cloning to Find Great Investments—And an Idea I'm Researching Now
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Heavy Moat Investments
Profits Up, Stock Flat: A Classic Setup for Outsized Returns (16.9% forward IRR, German small cap quick pitch)
The market has lost interest, but the fundamentals keep improving—here’s why that’s a great setup.
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Heavy Moat Investments
Introducing the Quality Score: Mercado Libre Breakdown (Free Example, Premium Valuation)
A new framework to assess quality businesses based on your feedback—free preview with Mercado Libre, full valuation reserved for premium subscribers.
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Heavy Moat Investments
Nu Holdings: LATAM fintech with untapped potential
An exclusive first look at a promising opportunity early in my research
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Heavy Moat Investments
Quick Pitch: Scandinavian small cap with 40% ROIC and 15% average IRR (7-22% IRR range)
12x NTM EV/EBITDA, growing revenue at 13% with >40% ROIC
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Heavy Moat Investments
Quick Pitch: European mid cap with 5-35% IRR range (16% average, 13% average excluding multiple expansion)
5x EBITDA growing revenues at a 12% CAGR historically, 4x levered
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Heavy Moat Investments
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