Episode Details
Back to Episodes
#39 | Quality investing, moats and valuation | Interview w/ Niklas from Heavy Moat Investments
Episode 38
Published 11 months, 1 week ago
Description
In this episode, we're joined by Niklas, the mind behind Heavy Moat Investments. A self-taught investor and software developer from Southern Germany,
We delve into:
- The origins and philosophy of Heavy Moat Investments
- Defining a quality company
- How to identify a durable competitive advantage
- Signs of great capital allocators
- His research process
- Approaches to valuation
- When and why to exit a position
- Current industries and companies on his radar
And more...
Enjoy!
Try our all-in-one investing terminal!
Research. Track. Compound. Your complete fundamental toolkit.
- A new company deep dive every 14 days!
- Professional investing tools
- Live company financials and KPIs
- Exclusive TDI-member community
- 24/7 live access to our personal portfolio's
- All our buys & sells
- And much more!
You can also find us on:
- X @DutchInvestors
- Substack @The Dutch Investors
- Instagram @The Dutch Investors
🎁 Proud partners of PDT. Save 15% on any PDT plan!
🎁 Proud partners of Fiscal. Save 15% on any Fiscal.ai plan!
Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.