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About
Investment philosophy.
Feb 1, 2025
•
Antoni Nabzdyk
3
6
Investing isn't boring, it's fun!
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Recent posts
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KLA - Quality Verdict on KLA Corporation vs Applied Materials.
A hidden champion that many chip companies rely on.
17 hrs ago
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Antoni Nabzdyk
2
2
1
Behind the Scenes: My 'Architect Protocol' for Analyzing Stocks (Case Study: Palantir)
A contender in terms of having an economic moat, PLUS how I analyse every company. How the choices I make when analyzing a company look like, and how…
Jan 9
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Antoni Nabzdyk
9
Monthly Paid Article - 5
New investment theses for 5 companies
Jan 1
•
Antoni Nabzdyk
1
1
2025 Portfolio review
I found flaws in my assumptions, but I also have some interesting stocks to look forward in 2026
Dec 31, 2025
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Antoni Nabzdyk
7
1
ASML: Why the World's Most Critical Monopoly Only Scores a 6.7/10.
ASML controls the future of computing with its EUV machines. My algorithm rates its Quality as 'Strong' (7.6/10), but is the price right? Here is the…
Dec 23, 2025
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Antoni Nabzdyk
4
1
Xerox Holdings Corporation - what they did wrong
A "Moatless" example – brutal industry and what made this company go down
Dec 17, 2025
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Antoni Nabzdyk
6
2
Tradeweb Markets Inc - a rather lesser known company.
A hidden champion of interest rate derivatives and bonds? Do they have a dominant market position?
Dec 11, 2025
•
Antoni Nabzdyk
19
2
3
Waste Connections - trash collection (again)
A contender – does it have a moat? Let's check whether it's better than Republic Services
Dec 3, 2025
•
Antoni Nabzdyk
4
Monthly paid article - 4
The cleaning of the portfolio and new investment theses.
Dec 1, 2025
•
Antoni Nabzdyk
4
Crowdstrike – they protect companies from cyber attacks
A better choice than Okta? Another giant company
Nov 26, 2025
•
Antoni Nabzdyk
4
1
LyondellBasell Industries N.V. (A moatless giant - how it got there)
Example of a moatless company – the one I avoid
Nov 19, 2025
•
Antoni Nabzdyk
7
Okta. A cybersecurity empire in the B2B niche.
A hidden champion? Or maybe not?
Nov 11, 2025
•
Antoni Nabzdyk
9
1
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