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Quick Takes

Quality Investment Ideas to watch in October
High-Quality Investment ideas from my investable universe at attractive levels
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Heavy Moat Investments
US small/micro cap (Quick Pitch)
60% EBITDA 3y CAGR on 9x trailing EBITDA and recurring revenue model
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Heavy Moat Investments
A German Industrial/medical supplier hidden champion (Quick Pitch)
Secular growth and spin off; 30% family ownership
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Heavy Moat Investments
An Italien small cap (Quick pitch)
10x EV/EBIT, >10% historic earnings growth and 15%+ ROIC
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Heavy Moat Investments
My thoughts on the Alimentation Couche-Tard 7-Eleven takeover offer
Have they lost their mind or are they geniuses?
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Heavy Moat Investments
2
Quality Investment Ideas to watch in August
High-Quality Investment ideas from my investable universe at attractive levels
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Heavy Moat Investments
3
What happened while I was on vacation? + comments on Atkore
Last week, I was on vacation at Wacken Open Air in northern Germany, and a lot happened while I was gone.
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Heavy Moat Investments
7
Stock Spotlight July
High-Quality Investment ideas from my investable universe at attractive levels
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Heavy Moat Investments
Stock Spotlight June
High-Quality Investment ideas from my investable universe at attractive levels
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Heavy Moat Investments
Revisiting Sartorius Stedim (DIM.PA)
Cheaper than pre-COVID, despite revenues twice as high
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Heavy Moat Investments
A German industrial micro cap (Quickpitch)
Transformation to a pure play at 5x EV/EBITDA NTM
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Heavy Moat Investments
Emerging Talents Spotlight - Compound & Fire (Rightmove analysis summary)
Early in my journey as a content creator on Twitter and Substack, I learned that collaboration is the key to growth for creators and audiences.
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Heavy Moat Investments
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