HeyJaredHeavy Moat Investments Podcast
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
- Indexed pieces, last 90 days
- 9
- Latest publication
- Sep 24, 2026
- Audience
- By platform
- Earliest in this view
- Jul 7, 2026
One publication, every platform
Open a platform to follow it on its own.
Why these are grouped
They share a verified publisher identifier or are linked from the publication’s official site. People stay separate from their publications.
Latest pieces
In Investing you learn more from losing Money than making it: My recent experiences. (opens the original)
Read excerpt
Investing is a process that needs constant refining….or at least that’s the smart thing to do. I’ve been doing this since 2020 and I can say that the Dunning-Kruger effect really applies wonderfully to investing. The commonly used version of Dunning-Kruger looks as seen below: We start something new and get excited about it, learning as fast as we can. This leads us to the peak of ignorance, often called Mount Stupid. Soon we learn that we don’t know as much as we thought, leading us into the Va
Eckert & Ziegler down 60% since I sold: Is the Radiopharma thesis still intact now? (opens the original)
Read excerpt
One of the main reasons I had become interested in Eckert & Ziegler is the company’s exposure to the rapidly developing radiopharmaceutical market. When I initially researched the business last year I was hooked on the growth trajectory of the industry and the picks and shovel dynamics in a very niche market. I’ve always been a fan of supplies instead of direct exposure to the healthcare market, but after decades of strong growth, Covid broke something in the model. As the iShare
Innoscripta: What I Learned From the CFO & IR Call (opens the original)
Read excerpt
This article won’t go into the general investment case, because I believe that my previous coverage on innoscripta already covers a lot of the investment case, bull scenario and bear cases. In this article I want to focus on new insights I got from my call with innoscrita’s head of IR and CFO. Initially, my conversation was only scheduled with head of IR Max Hunger, but at around the middle of our talk CFO/Co-CEO Alexander Meyer joined as well. Here are my previous articles on the company by the
Subscriber Benefit: live portfolio overview update (opens the original)
Read excerpt
A while ago I decided to build my own little webpage to display live data of my portfolio instead of doing monthly updates. That way you can always just look up how my portfolio looks and where the IRR stands for each position, together with some KPIs like shareholder yield, expected growth and owner earnings yield. Subscribe nowToday I added, besides my older IRR model, the live data for my newer scenario model to the overview. I prefer the new model, so that’s what I mainly use myself now and
Notes on the 30% Cellebrite earnings crash (opens the original)
Read excerpt
This will be a short update on Cellebrite, my smallest position. I’m a bit stressed lately, so I will keep this rather short and keyword-like. Nonetheless, I want to talk about this troubled investment. Firstly, a bit on risk management: I struggled to build meaningful conviction in Cellebrite since I started to own it. At first I made it too large of a position and trimmed it down to a normal position (7%ish) quickly. After refining my model I noticed that Cellebrite probably was my worst risk/
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
Each platform is measured on its own. Audiences can overlap.
Newsletter
No verified audience measurement yet.
Podcast
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.