We launched QMoat because after almost two decades of investing money for institutional clients one truth kept surfacing: the most reliable path to lasting wealth is owning a well curated portfolio of truly exceptional businesses—companies with wide, defensible moats that keep competitors at bay and cash flows compounding: Companies with a Quality Moat.

We’ve realised that an investor should act more like a patient farmer, buying quality assets at a fair price than a trophy hunter buying "cheap" assets which are cheap for a reason—or worse—chasing the next moonshot. We much rather cultivate a well structured portfolio of high-quality franchises, nurture them through market seasons, and let time—and reinvested earnings—do the heavy lifting.

Along the way we’ve witnessed many fads flame out. We too tried to chase "the next bit thing", endured melting icebergs, and watched elegant spreadsheets crumble under real-world pressure. Those bruises forged our philosophy: focus on quality, quality and quality. It will protect downside and you'll harvest the rewards of compounding.

Here at QMoat, you’ll find:

• Deep dives on companies and sectors with durable advantages—economic, structural, or cultural.
• Investment Ideas which come along our way and which we consider worth sharing.
• Our Conviction Ideas: Our Investment Ideas which we hold with a high convition.
• Valuation & financial-analysis frameworks which help you to assess the quality of a business model
• Practical checklists for judging balance-sheet strength and management integrity.
• Lessons learned, so you can sidestep those oftentimes expensive pitfalls.
• Model portfolio, which lets you sleep well and eat well.

The goal is simple: equip you with the mindset and tools to build a rocksolid, wide-moat portfolio you can hold through any market storm. If that resonates with you, grab a seat on the tractor and let’s farm these fertile grounds together.