Portfolio update and 3 companies I'm currently watching

Hey everyone,

May 24 • Rob H. | Atomic Moat

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The Founding Member offer is open (50% off Atomic Moat)

UPDATE: Only 30 spots left of this offer. When it is gone, it is gone forever!

May 21 • Rob H. | Atomic Moat

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Something I’ve been meaning to tell you.

When I started Atomic Moat back in December last year, the goal was simple: build a research process I could trust, and share it honestly.

May 17 • Rob H. | Atomic Moat

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April 2026

“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

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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

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The Money Mind: Charlie Munger

The Years Nobody Talks About — How He Actually Built His First Million

Mar 24 • Rob H. | Atomic Moat

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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

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Deep Dive: Medpace

A founder-led, cash-rich compounding machine aggressively eating its own share count.

Mar 1 • Rob H. | Atomic Moat

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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

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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

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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

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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

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