Eurofins Scientific: A global leader in a secular growth industry at a discount

May 2025 Portfolio Update

The Distribution Business Model Primer

Robertet: Seed To Success 2030

Atoss Software Quality Score: German Hidden Software Champion

When Every Byte Counts (15% IRR potential SaaS business)

Time to sell? Breaking down my most expensive stocks

Why I believe this UK consolidator can deliver 17%+ annual returns over the next 5 years on a low risk profile

The Heavy Moat Investment Philosophy

Try Heavy Moat Investments for free in May

April 2025 Portfolio Update

Edenred and Pluxee Crashed....again

Eckert & Ziegler: Is the next boom around the corner?

Dividends in Quality Investing: A Tool, Not the Goal

Texas Instruments Quality Score – A Wide Moat or an Aging Giant?

Outperforming all benchmarks: A more comprehensive performance update

Improving Fundamentals, Falling Valuation: Bright Future (16,9% forward IRR, Dutch small cap quick pitch)

Eckert & Ziegler: A Pick-and-Shovel Play on Radiopharmaceuticals

Pluxee: A wonderful business in a punished industry

Tariffs! Winners, Losers and how I'm dealing with the issue

Focus on the Downside, Sleep Through the Downturn

Stocks That Burned Me: An Honest Reflection on My Investing Blunders

March 2025 Portfolio Update

Why I believe this European SaaS company can deliver 17%+ annual returns from here.

IDEXX Laboratories: Quiet Compounder or Overlooked Opportunity?