Hated Moats Investor

Identifying good companies hated by the market | In $GOOGL since 2011 | 24.5% CAGR since 2010 | Join 3,800+ readers for free ↓

[Hated Moats Investor @HatedMoats]

🚨 $NVO's Q2 REVIEW OUT NOW

Q2 was better than the stock reaction suggests.

2026 guidance midpoint:
-9% -> -3%.

Wegovy pill is scaling

International obesity is strong

Pricing remains a problem.

But the bigger concern has shifted:

The pipeline.

🔗 Full review in bio & 👇

[Hated Moats Investor @HatedMoats]

I'm 95% sure Michael Burry does all this solely to remain relevant, talked about and promoted.

All that to sell subscriptions.

And it clearly works.

5% is reserved for being truly deranged.

$NBIS $PLTR

[Hated Moats Investor @HatedMoats]

Full analysis for free here:

https://t.co/dWC3MiD50C

[Hated Moats Investor @HatedMoats]

🚨 $NVO's Q2 REVIEW OUT NOW

Q2 was better than the stock reaction suggests.

2026 guidance midpoint:
-9% -> -3%.

Wegovy pill is scaling

International obesity is strong

Pricing remains a problem.

But the bigger concern has shifted:

The pipeline.

🔗 Full review in bio & 👇

[Hated Moats Investor @HatedMoats]

@ariaradnia Perhaps sooner than being down -90% though?

[Hated Moats Investor @HatedMoats]

All it took was a sacrifice of selling 30% of my position.

I'm such a hero.

You're welcome, $ADBE bagholders.

[Hated Moats Investor @HatedMoats]

@zago1310

[Hated Moats Investor @HatedMoats]

I know a guy who buys OnlyFans videos from one girl from Eastern Europe.

One custom video: $25.

He then sells it to 10 guys in the US, who think they’re buying it directly from her.

$150 per video.

2 videos a week.

Madlad makes $10,000 a month.

Basically dropshipping a hoe.

Capitalism has reached its final form.

I hate society.

[Hated Moats Investor @HatedMoats]

@joseph10531192 Truly, rather infuriating haha

[Hated Moats Investor @HatedMoats]

@KiakotosC I stumble upon such cases daily, how haven't I though of that, and it doesn't make me feel good.

[Hated Moats Investor @HatedMoats]

@DividendTsar Everyone's happy yet it's still infuriating lol

[Hated Moats Investor @HatedMoats]

@PatientScot Why can't it just go up bro :( haha

[Hated Moats Investor @HatedMoats]

Every time I mention this, I'm an old bitter fart... I am, but it's also true... Most of "finfluencers" that are given the largest platform on social media were minors during COVID crash, now experts... 😂 And the thing is, you can study as much as you want and appear knowledgeable, but some things you must live through to get the experience...

[Hated Moats Investor @HatedMoats]

@Kaprozz69 For real

[Hated Moats Investor @HatedMoats]

@RJCcapital Huge potential to scale the business.

[Hated Moats Investor @HatedMoats]

@jukan05 Does it play out the way I said? Good. It doesn't? I was, of course, joking.

[Hated Moats Investor @HatedMoats]

@ariaradnia They got Whooped.

[Hated Moats Investor @HatedMoats]

What are some stocks you believe are undervalued right now?

Here is TOP 10 from our Valuation Map:

1. $WIX
2. $ADBE
3. $NVO
4. $DLO
5. $UBER
6. $CRM
7. $NOW
8. $META
9. $SAP
10. $NFLX

Do you agree?

All our valuations are available on our website, link in the comment 👇

[Hated Moats Investor @HatedMoats]

@StocksInSox Now I have. Sorry I'm stupid :)

[Hated Moats Investor @HatedMoats]

What are some stocks you believe are undervalued right now?

Here is TOP 10 from our Valuation Map:

1. $WIX
2. $ADBE
3. $NVO
4. $DLO
5. $UBER
6. $CRM
7. $NOW
8. $META
9. $SAP
10. $NFLX

Do you agree?

All our valuations are available on our website, link in the comment 👇

[Hated Moats Investor @HatedMoats]

@Banjo5474969708 Really? LOL

[Hated Moats Investor @HatedMoats]

Our Valuation Map:

https://t.co/kAcE06j5b0