Podcast Episodes

Shelly Group | April 2026

Season 3 Episode 8

Shelly Group is a Bulgarian technology company that specializes in offering smart home solutions. So , it competes with the likes of Google, Amazon, …

8 hours ago

View Episode

Topicus | March 2026

Season 3 Episode 6

There is a small city in the Netherlands, called Deventer. It is a medieval city known for its printing history and its gingerbread. What many people…

4 weeks ago

View Episode

Brown & Brown | February 2026

Season 3 Episode 4

 

One of the first things I do when analyzing a company is go through the latest annual report. What immediately stood out to me were the covers in wh…

1 month, 4 weeks ago

View Episode

PayPal Holdings | February 2026

Season 3 Episode 3

The PayPal Mafia, founders such as Peter Thiel and Elon Musk who once dominated Silicon Valley, built a legacy of disruption. But that pioneering spi…

2 months, 1 week ago

View Episode

Chapters Group | January 2026

Season 3 Episode 2

 Today, we’re looking at a company that is polarizing the investing community: Chapters Group AG. Some call it the 'German Constellation Software.

Cha…

2 months, 3 weeks ago

View Episode

Lotus Bakeries | January 2026

Season 3 Episode 1

Some companies always seem too expensive. The company we’ll discuss today, Lotus Bakeries, is one of them. Lotus Bakeries, from now on ‘Lotus’, is a …

3 months, 1 week ago

View Episode

Cellebrite DI Ltd | December 2025

Season 2 Episode 39

Our final deep dive of 2025. So we decided to make it a little more special with an extra hour-long deep dive with Niklas from Heavy Moat Investments…

3 months, 3 weeks ago

View Episode

Exor | December 2025

Season 2 Episode 39

Exor is an Italian holding company that is owned by Italy’s richest family: the Agnelli’s. The family, through Giovanni Agnelli, still has over 85% o…

4 months ago

View Episode

Central Japan Railway Company | November 2025

Season 2 Episode 38

While traveling to Japan, I used their services multiple times, and paid good money for them. So picture this: It’s September 2025, I’m in Japan, sit…

4 months, 2 weeks ago

View Episode

Ferrari Group | November 2025

Season 2 Episode 37

If you voted for Ferrari Group in the community and thought this analysis was going to be about red and fast sports cars, I might have to disappoint …

5 months ago

View Episode