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!
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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.
