Moat Made Simple (MMS)
Tay Chi KengWe break down investment ideas, simply
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 33 | Founded | 4 years ago | Last Issue | 2 months ago |
| Active | |||||
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taychikeng.substack.comLatest Issues
The entire market is just one BIG BET on AI?
I think it isn’t a secret (by now) that AI is driving this market. However, as we know, not all AI are made the same.
A quick look at what actually drove the S&P 500’s total return in the first half tells you exactly which layer of the AI...
Is Adobe (ADBE Stock) the next popular "Value Stock"?
Adobe printed the highest quarterly revenue in its history, reaccelerated revenue growth to +13% year-on-year, grew non-GAAP earnings +18%, lifted its full-year targets, and is now trading at roughly eight times forward earnings, the cheape...
Am I the only one feeling this way (about the stock market today)
There’s a thought I’ve been carrying around for a few weeks now, and I haven’t said it out loud because… it sounds a little paranoid. To put it plainly: the market feels rigged.
Rigged — as in, the rules we used to be taught to play this i...
Microsoft vs. Google: Which is the better buy today?
Four times a year, the SEC forces the world’s best investors to do something they’d rather not: show their work.
Moat Made Simple (MMS) is a reader-supported publication. To receive new posts and support my work, consider becoming a free o...
Constellation Software (CSU): Is it really an AI loser?
Disclaimer: This write-up is solely for informational and educational purposes. Always do your own research and invest at your own risk. This is NOT a buy or sell recommendation - and it’s purely my own opinion.
Besides, why would you list...
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