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

The Dutch Investors · Jun 5, 2025 · 56m · transcript

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!

Ask us a question

Support the show

Research better with the TDI Terminal

Fundamental research, live financials, KPIs, valuation…