Moat Made Simple (MMS)
Tay Chi KengWe break down investment ideas, simply
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 28 | Founded | 4 years ago | Last Issue | 4 months ago |
| Active | |||||
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taychikeng.substack.comLatest Issues
(Emergency) Markets are Tanking...
We’re seeing really crazy moves in the market recently (especially after some companies reported their earnings).
SAP? DOWN -15%
Las Vegas Sands? DOWN -14%
Microsoft? DOWN -10%
And if you’re in the market every day, you’ll feel the real...
Here's why these 5 stocks are 66% of my portfolio
This week I’m sharing the ‘journal entry’ for my Top 5 holdings in my portfolio going into 2026.
Kweichow Moutai (6.34% Exposure)
Current Stock Price (11/01/2026): 600519 (HK$1,419)
Moutai has became a cultural status asset with scarc...
Dear 2030 Investor...
Hindsight turns everyone into a genius, that’s why I’m doing this the hard way.
Happy 2026! Wishing you great health and prosperity. For the first issue of the year, I’m finishing some unfinished business from last year: publicly documenti...
Your mind will play tricks on you...
I was listening to an interview with Louis-Vincent Gave recently. The content was great, but the best part wasn’t another hot macro take. It was the closing question.
Keith, the interviewer, asked:
Thanks for reading Moat Made Simple (MMS...
Michael Burry is back in the limelight again.
Michael Burry is back.
Not with another cryptic “sell everything” tweet, but with a full-blown paid Substack, Cassandra Unchained, after closing his hedge fund (again) and stepping away from managing outside capital.
Thanks for reading M...
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