The Dutch Investors Quality investing, moats and valuation | Interview w/ Niklas from Heavy Moat Investments
24 snips
Jun 5, 2025 Join an engaging discussion with a self-taught investor revolutionizing the approach to quality investing. Discover how to identify companies with durable competitive advantages, or 'moats,' and learn the art of valuation. The talk dives into the importance of public accountability and community engagement in investment research. Explore promising sectors and notable companies, including insights on recent IPOs. This conversation blends investment strategies with a passion for music, offering a unique perspective on navigating the financial landscape.
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Niklas's Investing Journey
- Niklas started investing during the 2020 Corona crash while studying business informatics.
- He documented his journey publicly on Twitter, evolving his investing style over time.
Name Roots and Meaning
- Heavy Moat Investments combines Niklas's love for heavy metal music with his search for companies with deep, durable moats.
- The name reflects both his investing philosophy and personal interests.
Evolving Investment Styles
- Niklas evolved from investing in well-known dividend companies to growth stocks, then to quality and value investing.
- He highlights the importance of valuation even when investing in high-quality businesses.
