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Important Result for Hated Moats: Masimo Acquisition
We've beaten S&P 500 and Nasdaq with this stock!
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Novo Nordisk (NVO): DCF Valuation
Oct 24, 2025
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HatedMoats
71
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Nebius: Deep Dive Analysis
Nov 19, 2025
48
9
9
Uber Technologies: DCF Valuation
Dec 19, 2025
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HatedMoats
52
6
8
Constellation Software: Deep Dive Analysis
Nov 4, 2025
44
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Wix: Deep Dive Analysis
The market is pricing Wix like a melting ice cube while the business is still compounding cash flow and buying back stock massively. Will AI really…
Feb 13
14
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5
Novo Nordisk: FY2025 Review & 2026 Outlook
We went through 137 pages of report so you don't have to.
Feb 6
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HatedMoats
22
6
4
Wix.com: DCF Valuation
Is Wix being priced for a Chegg outcome, just as it pivots to an AI creation OS and authorises a $2B buyback? - DCFriday #009
Jan 30
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HatedMoats
17
5
Hated Moats: Our Q2 FY26 Earnings Call
How did we perform in our second quarter? And what is winning, Substack or Twitter?
Jan 28
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HatedMoats
15
6
1
Constellation Software: DCF Valuation
A high-ROIC acquisition compounder priced as if the its engine is slowing. Is it, though? - DCFriday #008
Jan 23
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TacticzHazel
31
9
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Netflix: DCF Valuation
Is Netflix the epitome of a wonderful business at a fair price? - delayed DCFriday #007
Jan 18
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HatedMoats
38
8
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Mo-Bruk: Deep Dive Analysis
Let's have a look at Buffett's classic "wonderful company at fair price" that's turning trash into cash. Literally.
Jan 9
19
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Hated Moats
Identifying hated moats. Deep-dive analyses of high-quality companies facing temporary market hatred.
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