Monopolistic Investor | Antoni Nabzdyk | Substack

Investment philosophy.

Feb 1, 2025 • Antoni Nabzdyk

Investing isn't boring, it's fun!

Recent posts

KLA - Quality Verdict on KLA Corporation vs Applied Materials.

A hidden champion that many chip companies rely on.

17 hrs ago • Antoni Nabzdyk

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 • Antoni Nabzdyk

Monthly Paid Article - 5

New investment theses for 5 companies

Jan 1 • Antoni Nabzdyk

2025 Portfolio review

I found flaws in my assumptions, but I also have some interesting stocks to look forward in 2026

Dec 31, 2025 • Antoni Nabzdyk

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 • Antoni Nabzdyk

Xerox Holdings Corporation - what they did wrong

A "Moatless" example – brutal industry and what made this company go down

Dec 17, 2025 • Antoni Nabzdyk

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

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

Monthly paid article - 4

The cleaning of the portfolio and new investment theses.

Dec 1, 2025 • Antoni Nabzdyk

Crowdstrike – they protect companies from cyber attacks

A better choice than Okta? Another giant company

Nov 26, 2025 • Antoni Nabzdyk

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

Okta. A cybersecurity empire in the B2B niche.

A hidden champion? Or maybe not?

Nov 11, 2025 • Antoni Nabzdyk

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