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Quality Companies

Medical Doctors analysing a CT scan

In the AI Gold Rush, Wolters Kluwer (WKL) owns the Mine

Walk into any courtroom, clinic, tax office, or trading floor and you can feel the anxiety: one wrong citation, dosage, or disclosure can cost fortunes—or lives. Somewhere behind the screens, a centuries‑old Dutch outfit quietly prevents such calamities. At dawn in Amsterdam, servers spin up as a New
Qmoat 08 Jul 2025
Lam Research (LRCX): The Architect of the AI Memory Boom

Lam Research (LRCX): The Architect of the AI Memory Boom

Walk through any advanced chip foundry, and you’ll see it: towering etch tools humming under nitrogen atmospheres, carving microscopic patterns into wafers destined for AI servers, smartphones, and satellites. Most likely, they were built by Lam Research. While Nvidia and ASML steal headlines, Lam operates in the shadows—powering
Qmoat 05 Jul 2025
Photoshop application opened on a laptop

ADBE: Reat This Before You Hit “Buy” on Adobe

For 35 years Adobe set the tempo of digital creativity. The verb “to Photoshop” lodged itself in dictionaries; Illustrator files became the bloodstream of agencies; Creative Cloud’s subscription fees rivalled some nations’ GDP. But in the past five years the battleground has shifted so quickly it feels as though
Qmoat 30 Jun 2025
Blue Laser Light

ASML vs. The Next Decade: Why the World’s Most Important Machine Still Belongs to Veldhoven

ASML's moat will not crumble anytime soon
Qmoat 26 Jun 2025

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