The Dutch Investors

Quality investing, moats and valuation | Interview w/ Niklas from Heavy Moat Investments

The Dutch Investors Episode 38

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.