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!

You can also find us on:

Become a TDI-member!

A new company deep-dive every 14 days!
Available as podcast and written report
Exclusive TDI-member community
24/7 live access to our personal portfolio's
Updates on all our buys & sells
Exclusive monthly newsletter
Exclusive industry reports & articles
Early access to interviews
All future updates and features!

We are proud partners of Finchat. Save 15% on any Finchat 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.

William G. Wagner

The AI-powered Podcast Player