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Heavy Moat Investments Profile picture
Heavy Moat Investments
@stonkmetal
Young self-taught investor and Software dev | Quality Value Investing | Writer at Substack | Entertainment only, no financial advice
3 subscribers
Dec 27, 2022 • 10 tweets • 6 min read
So many painful mistakes, but so many important lessons learned: 2022 was a very turbulent year where many of my beliefs were shattered and I learned a lot about myself and my investment process.

Let's review my 6 learnings of 2022 🧵👇 First off, if you want to read this in more detail, check out my @SubstackInc post about this

heavymoatinvestments.substack.com/p/so-many-mist…
Dec 13, 2022 • 14 tweets • 8 min read
Napco Security Technologies is a fast-growing high-quality small-cap flying under the radar of most investors.

They are in essential markets and are growing a recurring revenue stream. Let me show you why I bought $NSSC after it’s already up 1500% in the last decade. A quick🧵 Image If you prefer to read this in an article format, I did publish a more detailed version in my @SubstackInc 👇

heavymoatinvestments.substack.com/p/i-bought-thi…
Nov 22, 2022 • 7 tweets • 3 min read
The difference good Capital Allocation can make.
How $RICK went from 21 years of dead money to a 10-bagger in 6 years. A small 🧵 Image In the first 21 years, the company maximized revenue growth and grew at all costs, often by diluting shareholders. Even though revenues increased 33x, FCF went nowhere and the stock was flat Image
Oct 23, 2022 • 16 tweets • 9 min read
Sonova is a high-quality Swiss compounder that nobody talks about.

They are the leader in hearing aid solutions 🦻 and here is why I invested 3% of my portfolio into $SOON.
So sit back and hear me out (had to do it) 👇 Sonova was founded in 1947 in Stäfa 🇨🇭and since then has become the global leader in hearing aid solutions, an industry with long secular tailwinds (aging population) and a very underserved market.
Jun 13, 2022 • 17 tweets • 8 min read
Why I invested 3% into a Swedish Serial Acquirer that achieved a 31% CAGR since its SECOND IPO in 2014

A small thread about $LIFCO 🧵 ImageImage Wait who?

Lifco started in 1946 as a medical equipment company, but the real story starts in 1998 when Carl Bennet took a majority stake in the business. He then in 2000 took it private to do restructuring and IPOed again in 2014
Apr 4, 2022 • 16 tweets • 8 min read
Today I initiated a 3% position in $RICK

Serial acquirer of Strip clubs and a sports bar chain.
Let's get into why I decided to buy them. A quick thread 👇 I found out about RCI Hospitality holdings through one of my recent tweets, asking for companies that follow my ideal capital allocation framework. Thanks to @21stCentValue for suggesting $RICK
Feb 18, 2022 • 22 tweets • 11 min read
In Q3 I made some observations about $FVRR earnings.
They are playing out nicely, let's dig into Q4 and why I bought more shares 🧵👇 The stock price jumped around 15% after they reported earnings in the European trading session, but then came down with the rest of the market again.
Feb 4, 2022 • 17 tweets • 10 min read
I recently layed out why I am long $TXN (5% portfolio).
They had their capital management presentation this week laying out the next decade.

Let's dive into it a little 👇 Retweet if you enjoyed As always they lay out that they are looking to maximize free cash flow for the long term and run the company with the mindset of being a long-term owner. Key point being LONG TERM here.
Jan 29, 2022 • 17 tweets • 9 min read
Why I bought more $TXN shares and why they are more than just your highschool calculators. A thread 👇 Texas Instruments was founded in 1951. The company redefined itself a few times throughout history.

The biggest one probably was their invention of the integrated circuit in 1958.
Jan 8, 2022 • 25 tweets • 6 min read
A 🧵 of all my threads. Image "Why $TDOC is a great company and not just a Covid hype play"

Dec 18, 2021 • 25 tweets • 10 min read
A few weeks ago my friend @FromValue recommended me "100 Baggers" from Christopher Mayer.

Here are my favourite parts of it 🧵 "Investors too bite on what's moving"(p 3)

We shouldn't lose patience with stocks that move against us and shouldn't try jumping on hypes without substance.
Nov 10, 2021 • 10 tweets • 3 min read
Quick thoughts on $TCEHY, my second largest stock holding behind $TDOC Image Revenue growth is slowing a bit, 13,5% YoY.

Something slightly worrying is Fintech growing to a bigger chunck of the business. Easy target for a crackdown and this one could really hurt Image
Nov 10, 2021 • 17 tweets • 9 min read
I'm a $FVRR bull and I like how the premarket is reacting.

Let's digest Q3 earnings in a short 🧵👇 ImageImage Starting off with a sucessstory of german eCommerce company Westwing integrating Fiverr Business into their Design workflow permanently after trying it out.

I like the emphasis on Fiverr Business at the start of the presentation. Going for that $UPWK marketshare 😏 ImageImage
Nov 4, 2021 • 16 tweets • 7 min read
$MELI Q3 2021 earnings

A small 🧵 First some highlights

GMV 🆙 30%
items sold 🆙 26%
Managed network penetration 🆙 22 PP
Revenues 🆙73%
TPV 🆙59%
TPV off 🆙79%
Credit portfolio 🆙296%