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

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 InvestmentsDefining a quality companyHow to identify a durable competitive advantageSigns of great capital allocatorsHis research processApproaches to valuationWhen and why to exit a positionCurrent industries and companies on his radarAnd more... Enjoy! You can also find us on: X ⁠@Dut...