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START HERE: The Atomic Moat Library
A selection of my favorite deep dives, valuation models, and survival assets.
Dec 30
•
Rob H.
1
The Atomic Moat FINS Analysis: Evolution AB (EVO)
Evolution is a cash-printing machine that’s currently arguing with a stubborn corner of the world about who’s allowed to play, and on what terms.
Dec 29
•
Rob H.
The Atomic Moat FINS Analysis: Norbit ASA
Norbit’s quarter reads like a busy kitchen: orders flying in, margins a bit messy, and someone definitely over-ordered inventory.
Dec 29
•
Rob H.
The Atomic Moat FINS Analysis: TSS Inc (TSSI)
Sometimes the scariest thing in small-cap land isn’t the debt. It’s the fact that your entire business fits inside one customer relationship.
Dec 29
•
Rob H.
The Atomic Moat FINS Analysis: AST Spacemobile (ASTS)
AST SpaceMobile is trying to turn “no signal” into “full bars” using physics, patience, and a truly industrial amount of capital.
Dec 29
•
Rob H.
The Atomic Moat FINS Analysis: Life360 (LIF)
Life360 is what happens when a “where are you?” text turns into a subscription business with a cash register.
Dec 29
•
Rob H.
The Atomic Moat FINS Analysis: Innovative Aerosystems (ISSC)
ISSC is having one of those “overnight successes” that takes 30 years, a defense program ramp, and a factory move nobody wants to botch.
Dec 29
•
Rob H.
The Atomic Moat FINS Analysis: Root.inc (ROOT)
Root is trying to be a software company wearing an insurance balance sheet—and the balance sheet doesn’t care about your vibes.
Dec 29
•
Rob H.
The Atomic Moat Analysis: Transmedics (TMDX)
TransMedics is building the organ-transplant equivalent of FedEx: keep the payload alive, move it fast, and don’t miss the handoff.
Dec 29
•
Rob H.
The Atomic Moat FINS Analysis: Plejd AB. (PLEJD)
Plejd is the rare “smart home” company that doesn’t sell to consumers with influencer ads—it sells to electricians with products that just work.
Dec 29
•
Rob H.
The Atomic Moat FINS Analysis: BrainsWay (BWAY)
BrainsWay sells a brain zapper in a world that desperately needs one. The fun part: it’s starting to look like a real business, not a science project.
Dec 29
•
Rob H.
The Atomic Moat Analysis: Iren (IREN)
2/5 stars.
Dec 28
•
Rob H.
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