Heavy Moat Investments

Heavy Moat Investments Podcast

Business EN ↓ 5 episodes

This is the place to find easy-to-understand insights into high-quality companies written by Niklas, a young and self-taught investor. heavymoatinvestments.substack.com

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Heavy Moat Investments

Episodes

Casual Year end chat with René Sellmann talking 2025 reflections, 2026 predictions, Moats and AI 14.01.2026 1:05:38

A few weeks ago I had a fun conversation with my friend René Sellmann reflecting on 2025, making some predictions about 2026 and talking about the impact of AI on software companies. Talking with René is always fun and insightful and this time we actually managed to stay (almost) within one hour! Enjoy our conversation and make sure to follow both of us on Substack and X. This is a public episode....

Cellebrite deep dive: Unlocking the truth in digital investigations 03.01.2026 53:58

Today I’m sharing my the podcast episode I recently recorded with my friends at The Dutch Investors about Cellebrite. The episode is free to listen to, but if you want to learn more about this business, I believe my deep dive on them was some of the best work I’ve written in 2025. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit...

Valuation, alternative assets and the European Edge 15.07.2025 1:41:38

Last week I had a fun conversation with Rene and Andrew about investing, going deep into some topics like Valuation and portfolio construction. The talk was very long with 100 minutes, but in my opinion well worth it, i.e. during a walk or in the gym. I hope you’ll enjoy it! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit heavym...

Quality investing, moats and valuations. A podcast w/ the Dutch Investors 12.06.2025 56:41

This week I’m at the beautiful Mahlstrom Open Air festival, so I won’t be uploading new deep dives. Instead I decided to publish a recent podcast I did with my friends from The Dutch Investors , where we talked about quality investing, moats, valuations and more. Check it out and make sure to follow them as well. Cheers and rock on! This is a public episode. If you'd like to discuss this with othe...

🔐[Now Free] Robertet: 170 Years of Excellence 06.03.2025 53:09

A few weeks ago, I joined my friends at The Dutch Investors to record a podcast about one of my portfolio companies, Robertet. After the great feedback, we decided to make the whole podcast free to everybody! You may have already read my analysis on Robertet from last April (here is the fundamentals article) , but I’m sure you’ll learn something new via the audio format. You can read the analysis...