CyberMoat

Outside the ElevAIting Eleven — Adobe’s Underrated Strength

The case for Adobe as a quality investment beyond AI mania

Dec 21, 2025 • CyberMoat

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Is It Safe to Jump Onto the ElevAItor?

A Closer Look at the ElevAIting Eleven and the Final Phase of the AI Bubble

Dec 17, 2025 • CyberMoat

Introducing the 'ElevAIting Eleven': The Stocks Driving Today's Market

Beyond the Magnificent 7: How a select group of mega-cap, AI-driven stocks are dominating the market, fueled by narrative and outsized valuations.

Dec 9, 2025 • CyberMoat

November 2025

Spare Yourself the Quantum Hype. Book the Real Thing Early: Inside Creotech’s Hidden Gem.

Don’t Bet on Quantum Miracles. Bet on the Picks and Shovels Being Sold.

Nov 19, 2025 • CyberMoat

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Buying CSU and (…)!

Another note to myself — and for those interested in the CyberMoat newsletter.

Nov 7, 2025 • CyberMoat

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October 2025

💠 Buying NVO & IPAR

While the intention of CyberMoat is to focus on cybersecurity investments, this one goes out of scope — but for a reason.

Oct 31, 2025 • CyberMoat

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What “Return” Really Means in a World of Weak Money

How inflation distorts our perception of returns — and why real wealth is built on value, not numbers.

Oct 29, 2025 • CyberMoat

Reflections from Ross Anderson’s Security Engineering: Telegraphs and Horse’s Asses

Thoughts on Chapter 2 — and on why legacy shape assumptions and design in cybersecurity.

Oct 21, 2025

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Reflections from Ross Anderson’s Security Engineering: Definitions and languague matters

Thoughts on Chapter 1 — and on why precision in language matters in cybersecurity.

Oct 13, 2025 • CyberMoat

Returning to a Classic: Ross Anderson’s Security Engineering

A brief note to open my series of reflections on one of cybersecurity’s foundational books.

Oct 10, 2025 • CyberMoat

July 2025

Why Cybersecurity Is the New Infrastructure — and Why I’m Investing in it like Buffett Would

Fortresses don’t just defend — they compound. In this newsletter, I’ll explore the kinds of cybersecurity companies that deserve long-term capital.

Jul 31, 2025 • CyberMoat