Valuation, alternative assets and the European Edge

from Heavy Moat Investments Podcast · host Heavy Moat Investments

Last week I had a fun conversation with Rene and Andrew about investing, going deep into some topics like Valuation and portfolio construction. The talk was very long with 100 minutes, but in my opinion well worth it, i.e. during a walk or in the gym. I hope you’ll enjoy it! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit heavymoatinvestments.substack.com/subscribe

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This episode is 1 hour and 41 minutes long.

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This episode was published on July 15, 2025.

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