Quality investing, moats and valuation
- Siem te Hennepe
- May 20
- 1 min read
Name: Niklas
Country of residence: Germany
Record date: May 2nd, 2025
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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