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The Money Mind: Voya And The Profitable Art of Absolute Laziness
The Voya Fund hasn't bought a new stock since 1935. Here’s the modern applicable strategy for replicating their extreme success.
Feb 22 • Rob H. | Atomic Moat
Finally! Launching the Multibagger Index (MBI)
Today, I’m finally launching The Multibagger Index (MBI) — a live, transparent project with a single goal:
Feb 20 • Rob H. | Atomic Moat
The Simple Truth: Salesforce ($CRM)
All you need to know from my 3000+ word Salesforce Deep Dive. Distilled into 3 minutes.
Feb 16 • Rob H. | Atomic Moat
Deep Dive: Salesforce ($CRM) - Is the "SaaSpocalypse" An Opportunity?
The market is having a full-blown existential crisis over the future of software. But when you look under the hood at Salesforce's cash turbine, the…
Feb 15 • Rob H. | Atomic Moat
Sample Size of One
The dangerous psychological trap of substituting personal anecdotes for financial modeling.
Feb 13 • Rob H. | Atomic Moat
Would Peter Lynch Buy Jack In The Box ($JACK) Today?
Jack in the Box is the perfect example of why "buying what you know" is just half the work—the fundamentals must also deliver.
Feb 10 • Rob H. | Atomic Moat
The Simple Truth: AVTECH AB (AVT B)
All you need to know from my 3000+ word AVTECH Deep Dive. Distilled into 3 minutes.
Feb 8 • Rob H. | Atomic Moat
Deep Dive: AVTECH Sweden AB
Inside the small, capital-light growth machine hiding in the Swedish aviation sector.
Feb 8 • Rob H. | Atomic Moat
The Money Mind: Jesse Livermore and the $100 Million Short
He made $1.5 billion in a single day while America collapsed—then lost the only trade that mattered.
Feb 6 • Rob H. | Atomic Moat
Momentum, Milestones, and the "Sector Reset"
We are closing in on 1,000 subscribers. To celebrate, I’m launching our first proprietary indices. Which one do you want first?
Feb 3 • Rob H. | Atomic Moat
The Money Mind: Terry Smith and the Art of the “Do Nothing” Dynasty
Why the 'English Warren Buffett' thinks your fund manager is ripping you off—and how he built a £23bn empire to prove it.
Feb 2 • Rob H. | Atomic Moat
The Quality Investor’s Glossary: 50 Terms Every Rational Investor Needs
Here are 50 terms you need to know as an investor.
Feb 1 • Rob H. | Atomic Moat
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