Heavy Moat Investments Podcast
Heavy Moat Investments
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heavymoatinvestments.substack.com
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Recent Episodes
Casual Year end chat with René Sellmann talking 2025 reflections, 2026 predictions, Moats and AI
A few weeks ago I had a fun conversation with my friend René Sellmann reflecting on 2025, making some predictions about 2026 and talking about the impact of AI on software companies. Talking with…
Cellebrite deep dive: Unlocking the truth in digital investigations
Today I’m sharing my the podcast episode I recently recorded with my friends at The Dutch Investors about Cellebrite. The episode is free to listen to, but if you want to learn more about this…
Valuation, alternative assets and the European Edge
Last week I had a fun conversation with Rene and Andrew about investing, going deep into some topics like Valuation and portfolio construction. The talk was very long with 100 minutes, but in my…
Quality investing, moats and valuations. A podcast w/ the Dutch Investors
This week I’m at the beautiful Mahlstrom Open Air festival, so I won’t be uploading new deep dives. Instead I decided to publish a recent podcast I did with my friends from The Dutch Investors, where…
🔐[Now Free] Robertet: 170 Years of Excellence
A few weeks ago, I joined my friends at The Dutch Investors to record a podcast about one of my portfolio companies, Robertet. After the great feedback, we decided to make the whole podcast free to…
Frequently Asked Questions
Heavy Moat Investments Podcast has published 5 episodes since March 2025, covering topics in Business, Business News.
Heavy Moat Investments Podcast is currently highly active with new episodes every 2 months. Average episode length is 57m.
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