Subscribe
Sign in
Home
The Portfolio
The Atomic Framework
Deep Dives
Simple Truths
The Radar (FINS)
The Titan Test
The Money Mind
The Multibagger Index
Thesis Briefs
About
Latest
Top
Discussions
“That’s it?! I’m buying more.”
On borrowed conviction, the backfire effect, and a question you should probably ask yourself.
Apr 1
•
Rob H. | Atomic Moat
15
2
1
March 2026
Deep Dive: Baltic Classifieds Group (BCG.L)
Fourteen websites, six million people, and a moat that gets harder to attack every year. But I still sold my position. Let's find out why.
Mar 29
5
1
The Money Mind: Charlie Munger
The Years Nobody Talks About — How He Actually Built His First Million
Mar 24
•
Rob H. | Atomic Moat
58
11
10
Thesis Brief: A boring monopolist Mr. Market decided to panic about
A 78% EBITDA margin. A 50% stock decline. One very confused market.
Mar 22
•
Rob H. | Atomic Moat
13
1
Deep Dive: Medpace
A founder-led, cash-rich compounding machine aggressively eating its own share count.
Mar 1
•
Rob H. | Atomic Moat
33
7
4
February 2026
The Money Mind: Bill Miller and the 1 in 2.3 Million Anomaly
Deconstructing the pragmatic mechanic that crushed the S&P 500 for a decade and a half, and why calculating odds will always beat predicting the future.
Feb 25
•
Rob H. | Atomic Moat
14
4
3
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
21
1
4
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
17
8
5
The Simple Truth: Salesforce ($CRM)
All you need to know from my 3000+ word Salesforce Deep Dive. Distilled into 3 minutes.
Feb 16
•
Rob H. | Atomic Moat
8
2
Deep Dive: Salesforce ($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
12
7
3
Sample Size of One
The dangerous psychological trap of substituting personal anecdotes for financial modeling.
Feb 13
•
Rob H. | Atomic Moat
8
3
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
10
5
2
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
