Inside the AI Factory - Part 1: How Modern Data Centers Power the Age of Inference
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Sector Deep Dives Technology

Inside the AI Factory - Part 1: How Modern Data Centers Power the Age of Inference

•
6 Min
By: QMoat
Semi Wafer
featured
Technology Quality Leaders

Where Chips Meet Chips: Besi’s Quiet Grip on the AI Packaging Boom

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5 Min
By: QMoat
A construction site at dawn
featured
Industrials

Amrize (AMRZ): A New Heavyweight Hiding in Plain Sight

•
5 Min
By: QMoat

Latest

Anti-Takeover Clauses: The Line Between Prudent Safeguards and Managerial Moats

•
4 Min
Anti-Takeover Clauses: The Line Between Prudent Safeguards and Managerial Moats
featured

Germany’s Quiet Outperformers: Five Small & Mid-Cap Hidden Champions

•
4 Min
Germany’s Quiet Outperformers: Five Small & Mid-Cap Hidden Champions

Lumentum (LITE): Lighting the AI Datacenter Boom

•
7 Min
Lumentum (LITE): Lighting the AI Datacenter Boom

The Footnote That Can Kill Your Stock: Inside the Related-Party Trap

•
5 Min
The Footnote That Can Kill Your Stock: Inside the Related-Party Trap

The R&D Accounting Fork in the Road

•
4 Min
A Research Project

Inside the AI-Factory - Part 2: Why AI Is Forcing a Move to Fiber Optics

•
6 Min
Fiberr Optics
Anti-Takeover Clauses: The Line Between Prudent Safeguards and Managerial Moats
featured
Investor Academy

Anti-Takeover Clauses: The Line Between Prudent Safeguards and Managerial Moats

The academic record has been telling a consistent story for two decades: stronger shareholder rights are associated with higher valuations and better long-run performance.

•
4 Min
By: QMoat

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Quality Leaders

Read all in Quality Leaders
Semi Wafer
featured
Technology Quality Leaders

Where Chips Meet Chips: Besi’s Quiet Grip on the AI Packaging Boom

As transistor gains stall, hybrid bonding takes center stage. Dutch toolmaker Besi is turning precision and process lock-in into outsize margins—and a pivotal role in AI hardware.

•
5 Min
By: QMoat
A Grasshopper
Quality Leaders Industrials

Rollins (ROL): A Recurring-Revenue Engine, One Home at a Time

Rollins has turned pest control into a dependable, subscription-like cash machine—growing organically, tucking in bolt-on deals and keeping churn low. With a seasoned bench, dense routes and disciplined pricing, the company keeps margins steady even as rivals regroup.

•
4 Min
By: QMoat
Industrial Gases
Industrials Quality Leaders

Linde (LIN) - A Quiet Giant With a Contractual Engine

Linde quietly dominates industrial gases with dense networks, proprietary engineering and long-term take-or-pay contracts that pass through energy costs, keeping cash flows steady.

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4 Min
By: QMoat
Here’s Why TSMC Will Remain the Leader—for Now
Quality Leaders Technology

Here’s Why TSMC Will Remain the Leader—for Now

TSMC’s grip on advanced chipmaking isn’t just about smaller nodes—it’s about yield discipline, packaging scale, and the freedom to move “just far enough” while rivals wrestle with costly leaps.

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4 Min
By: QMoat

Sector Deep Dives

Read all in Sector Deep Dives
Fiberr Optics
Technology Sector Deep Dives

Inside the AI-Factory - Part 2: Why AI Is Forcing a Move to Fiber Optics

As models scale and clusters swell, light is taking over the job of moving bits. From 800G pluggables to co-packaged optics, the race is on to deliver more bandwidth per watt—and the winners will be those who can make photons flow with the least power and the least friction.

•
6 Min
By: QMoat
Inside the AI Factory - Part 1: How Modern Data Centers Power the Age of Inference
featured
Sector Deep Dives Technology

Inside the AI Factory - Part 1: How Modern Data Centers Power the Age of Inference

AI inference has turned data centers into industrial-scale factories, built on dense accelerators, high-bandwidth memory, liquid cooling and optical fabrics. The race to serve tokens efficiently is reshaping supply chains from GPUs to fiber switches.

•
6 Min
By: QMoat
China
Technology Sector Deep Dives

China’s New Chip Toolmakers: Fast Followers, Deep Pockets, Narrow Gaps

China’s chip-equipment champions are moving from state-funded experiments to real contenders.

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6 Min
By: QMoat
Payment Process
Sector Deep Dives Finacials

A Deep Dive on the Global Payments Sector - Part 3: The Payment Processors

Scale, software and data—not price—now decide who wins in payment processing. Giants like Fiserv, Global Payments and Adyen stitch cards, wallets and bank rails into one brain, lifting approvals and shaving fraud while embedding themselves in merchants’ operating systems.

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8 Min
By: QMoat

Top categories

Investor Academy

31 posts

Quality Leaders

20 posts

Technology

20 posts

Sector Deep Dives

15 posts

Conviction Ideas

Read all in Conviction Ideas
Our Conviction Idea in September 2025: Marsh McLennan (MMC)
featured
Conviction Ideas Finacials

Our Conviction Idea in September 2025: Marsh McLennan (MMC)

Marsh McLennan’s stock is down, but secular growth drivers remain. Can the risk-adviser giant still deliver for long-term investors?

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6 Min
By: QMoat
A female eye
Conviction Ideas

August 2025: Buy the Dip in Alcon (ALC)

Alcon's Q2 reporting was a slight miss. This does not mean that the structural story is broken. We buy the dip.

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4 Min
By: QMoat
Sparkling Soda
Conviction Ideas

July 2025: Pepsi (PEP) - This Consumer Staple Is About to Pop

Our stock of the month for July hiked dividends for 51 consecutive years straight.

•
3 Min
By: QMoat

Investor Academy

Read all in Investor Academy
Anti-Takeover Clauses: The Line Between Prudent Safeguards and Managerial Moats
featured
Investor Academy

Anti-Takeover Clauses: The Line Between Prudent Safeguards and Managerial Moats

The academic record has been telling a consistent story for two decades: stronger shareholder rights are associated with higher valuations and better long-run performance.

•
4 Min
By: QMoat
The Footnote That Can Kill Your Stock: Inside the Related-Party Trap
Investor Academy

The Footnote That Can Kill Your Stock: Inside the Related-Party Trap

They look like harmless housekeeping—leases, loans, “commercial terms.” But when the CEO’s friends and family are on the other side of the deal, value walks out the door. Here’s how to spot the smoke before your multiple catches fire.

•
5 Min
By: QMoat
A Research Project
Investor Academy

The R&D Accounting Fork in the Road

Capitalizing development lifts EBITDA and cash optics; expensing drags today but clarifies economics. Rebuild both views to test whether the moat holds without accounting gloss.

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4 Min
By: QMoat
What is EVA?
Investor Academy

What is EVA?

EVA, in Plain English: The Profit Left After Capital Gets Paid

•
4 Min
By: QMoat

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Technology

Read all in Technology
Lumentum (LITE): Lighting the AI Datacenter Boom
Technology

Lumentum (LITE): Lighting the AI Datacenter Boom

Once a cyclical supplier of smartphone lasers, Lumentum has rebuilt itself around high-end optics for cloud and AI. With bets on co-packaged optics and a moat in indium-phosphide lasers, it is emerging as a structural winner of the AI data-center build-out.

•
7 Min
By: QMoat
Fiberr Optics
Technology Sector Deep Dives

Inside the AI-Factory - Part 2: Why AI Is Forcing a Move to Fiber Optics

As models scale and clusters swell, light is taking over the job of moving bits. From 800G pluggables to co-packaged optics, the race is on to deliver more bandwidth per watt—and the winners will be those who can make photons flow with the least power and the least friction.

•
6 Min
By: QMoat
Inside the AI Factory - Part 1: How Modern Data Centers Power the Age of Inference
featured
Sector Deep Dives Technology

Inside the AI Factory - Part 1: How Modern Data Centers Power the Age of Inference

AI inference has turned data centers into industrial-scale factories, built on dense accelerators, high-bandwidth memory, liquid cooling and optical fabrics. The race to serve tokens efficiently is reshaping supply chains from GPUs to fiber switches.

•
6 Min
By: QMoat
Semi Wafer
featured
Technology Quality Leaders

Where Chips Meet Chips: Besi’s Quiet Grip on the AI Packaging Boom

As transistor gains stall, hybrid bonding takes center stage. Dutch toolmaker Besi is turning precision and process lock-in into outsize margins—and a pivotal role in AI hardware.

•
5 Min
By: QMoat

Healthcare

Read all in Healthcare
Roche Company Sign
Healthcare Quick Takes

Roche’s Giredestrant Clears Phase 3 Hurdle—How Big Is the Prize?

Positive evERA data make giredestrant a real contender in HR+/HER2– breast cancer. Late-line use points to ~$1B peak; earlier-line wins could multiply that.

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3 Min
By: QMoat
Woman taking a GLP-1 pill
Healthcare

Novo’s ‘Wegovy pill’ nearly matches the shot—here’s why it matters

Novo’s Wegovy pill matches injection in weight loss, widening access as rivals like Lilly push oral GLP-1s in a fast-heating obesity race.

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2 Min
By: QMoat
AI Organoid
Healthcare

AI Redraws the Drug Pipeline: From Molecule Design to Clinical Trials

Artificial intelligence is moving from hype to lab bench, reshaping drug discovery, trial design, and pharma’s regulatory playbook.

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4 Min
By: QMoat
Beauty Procedure
Healthcare Quality Leaders

Galderma’s Next Act: From Collagen to Liquid Toxins, a Swiss Aesthetics Giant Bets on Growth

Galderma rides the GLP-1 “face” wave, bets on Relfydess launch and China expansion to take share from AbbVie in aesthetics.

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4 Min
By: QMoat

Industrials

Read all in Industrials
A Grasshopper
Quality Leaders Industrials

Rollins (ROL): A Recurring-Revenue Engine, One Home at a Time

Rollins has turned pest control into a dependable, subscription-like cash machine—growing organically, tucking in bolt-on deals and keeping churn low. With a seasoned bench, dense routes and disciplined pricing, the company keeps margins steady even as rivals regroup.

•
4 Min
By: QMoat
Industrial Gases
Industrials Quality Leaders

Linde (LIN) - A Quiet Giant With a Contractual Engine

Linde quietly dominates industrial gases with dense networks, proprietary engineering and long-term take-or-pay contracts that pass through energy costs, keeping cash flows steady.

•
4 Min
By: QMoat
SIG Combibloc (SIGN)—How the M&A Adventure Ended
Industrials

SIG Combibloc (SIGN)—How the M&A Adventure Ended

SIG’s shopping spree—Scholle IPN and Evergreen—blurred its aseptic razor-blade edge, lifted leverage, and squeezed margins. The reset hands Ola Rollén a clear brief: prune the commodity pieces, migrate what’s upgradeable to aseptic economics, and rebuild the core duopoly story.

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3 Min
By: QMoat
A construction site at dawn
featured
Industrials

Amrize (AMRZ): A New Heavyweight Hiding in Plain Sight

Amrize, Holcim’s U.S. spin-off, pairs irreplaceable quarries with premium roofing—and trades at a discount to peers. A long-term buy.

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5 Min
By: QMoat

Consumer

Read all in Consumer
What It Will Take for Big Consumer Brands to Get Their Groove Back
Consumer

What It Will Take for Big Consumer Brands to Get Their Groove Back

Global consumer-goods giants kept profits afloat by raising prices, but volumes have stalled. To thrive again, they must win back shoppers with real product superiority, smarter retail-media spending, and a return to growth built on demand—not just price hikes.

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4 Min
By: QMoat
KitKat sign
Consumer

Nestlé’s (NESN) Governance Problem Is Now a Growth Problem

Nestlé’s aura of Swiss precision has slipped The fix: an independent chair with teeth, sharper portfolio bets and a shift back to real, volume-driven demand.

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5 Min
By: QMoat
Fragrance Bottl
Quality Leaders Consumer

Givaudan (GIVN): Buy this leader while it’s on sale

Givaudan rarely grabs headlines outside luxury and consumer-goods circles, yet its molecules sit behind everything from blockbuster perfumes to plant-based burgers.

•
4 Min
By: QMoat

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Top authors

QMoat
QMoat ( 95 posts )

Investment manager, forged by many market cycles. Learned a lasting lesson: real wealth comes from owning businesses with enduring competitive advantages. At Qmoat.com I share my ideas.

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