START HERE: The Atomic Moat Ecosystem
Welcome, my friend!
If you are reading this, you are likely new here. Or maybe you’ve been here since the beginning and realized that things have changed.
What started as a newsletter has evolved into a research ecosystem. Atomic Moat is designed to do one thing: Identify enduring competitive advantages (Moats) before the market prices them in.
Right now, every single part of this ecosystem is 100% free .
Here is your map to the 6 pillars of Atomic Moat.
1. Deep Dives (The Flagship) 🛳️
Delivered to your inbox: Every Sunday
This is the core product. Institutional-grade research on individual companies, but written for humans, not algorithms. Every Sunday, I break down a specific business model, analyze its moat, and assign it a score using my proprietary 5-Star Rating System.
The Goal: To give you enough conviction to either buy a stock for the next 10 years or ignore it forever.
Best for: When you have more than 10 minutes and want deep understanding.
2. Simple Truths (Get Alpha in Minutes) 🎨
Not everyone has time for a 3,000-word report. Simple Truths is the distilled version. I take complex financial concepts or deep dives and summarize them in a digestible way.
The Goal: All the alpha, none of the jargon.
Best for: Visual learners and busy investors.
3. The Titan Test (The Frameworks) 🏛️
Delivered to your inbox: Every Tuesday
History leaves clues. In this series, I take modern stocks and run them through the strict investment frameworks of legends like Peter Lynch, Warren Buffett, and Nick Sleep. Does Duolingo pass the Lynch Test? Does Uber pass the Hamilton Helmer Test?
The Goal: To separate hype from quality using time-tested filters.
Best for: Understanding why a stock fits a specific strategy.
👉 Enjoy The Titan Test series here
4. The Radar (The Numbers) 📡
Delivered: Only publishing on Substack.
This is the quantitative backbone of the newsletter. Here, we strip away the narrative and look at the raw financials. We run the “Geiger Test” on balance sheets to detect radioactive risks and track earnings updates for companies on our watchlist.
The Goal: Forensic financial analysis.
Best for: Accounting nerds and those who trust numbers over stories.
5. The Money Mind ( The Psychology) 🧠
Delivered: Every other Friday
You can have the best models in the world, but if your psychology is flawed, you will lose money. The Money Mind deconstructs the strategies, stories, failures, and mental models of the world’s best investors.
The Goal: To build the emotional discipline required to hold multi-baggers.
Best for: Mastering the inner game of investing.
6. The Screener (The Hunting Ground) 🔍
Where do the ideas come from? This is my personal screener. I share the raw lists of companies that are currently flashing on my radar based on specific metrics (High ROIC, Founder-Led, etc.).
The Goal: To give you a starting point for your own research .
Best for: Generating new ideas.
(AND I am working on something very exciting that would be of immense value to you when finished. More to be revealed about this later.)
7. The Multibagger Index
I have also recently launched an index featuring 10+ companies I believe could be potential multibaggers over time.
Built on deep research into true 10-baggers, the index acts as a systematic pipeline for finding businesses with strong moats, exceptional financial health, and disciplined capital allocation.
It is a powerful tool to turn over more rocks and maintain a high-quality watch list, though no strategy should ever be used recklessly without thorough due diligence.
I designed it to be the ultimate guide for tracking these compounders, delivering a regular mix of investing learning, alpha, and entertainment.
👉 See the Multibagger Index here
Why is all this this free?
Currently, I am focused on building the highest-quality community of long-term investors on Substack. Access to the archives, the models, and the full research pipeline is open to everyone.
At some point, the most valuable parts of this ecosystem (like some of the features I am currently working on) may move behind a paywall to serve a dedicated group of core investors.
But for now? It’s all yours.
Welcome to the Moat.
– Rob H.
Disclaimer: Atomic Moat is for educational and entertainment purposes only.
Nothing in this newsletter constitutes financial advice, investment recommendations, or a solicitation to buy or sell any assets. I am not a financial advisor.
All investment strategies and investments involve risk of loss. The “Titan Tracker” and other model portfolios are theoretical demonstrations of strategy and do not represent actual client accounts. Past performance is not a guarantee of future results.
Always conduct your own due diligence (DYOR) and consult with a qualified professional before making any investment decisions.