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Emerging Moats Research

Brett Schafer, Ryan Henderson
Tens of paid subscribers

In-depth reports on stocks with emerging moat characteristics, recurring updates on stocks in the emerging moats universe, and portfolio updates.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues467Founded7 years agoLast Issue10 days ago
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emergingmoats.com
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Latest Issues

Wise: Time To Strike? (Ticker: WISE)

An introductory research report on a stock that has been stuck in the mud.

Next three weeks at Emerging Moats: Grandstand Limited (formerly Gambling.com Group, quarterly update), MercadoLibre (quarterly update), Kraken Robotics (quarterly...

10 days ago
4
Paid

Updating The Real Brokerage And Re/Max Numbers

Hello everyone,

Hello everyone,

16 days ago
1
Paid

The Real Brokerage: Transformation (Ticker: REAX)

A merger, or one giant agent acquisition?

Next three weeks at Emerging Moats: Wise (Introductory Research Report), Grandstand Limited (Formerly Gambling.com Group, Quarterly Update), MercadoLibre (quarterly update)

17 days ago
7
10
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Nintendo: Churning Recovery (Ticker: NTDOY)

The video game giant has begun to rebound.

Next three weeks at Emerging Moats: The Real Brokerage (quarterly update), Wise (Introductory Research Report), Grandstand Limited (formerly Gambling.com Group, Quarterly Update)

24 days ago
5
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Remitly Global: Still Undervalued? (Ticker: RELY)

The multiyear setup looks lovely.

Next three weeks at Emerging Moats: Nintendo (quarterly update), The Real Brokerage (quarterly update), Wise (Introductory Research Report)

a month ago
3
Paid

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Authors

The writers behind this newsletter.

  • Brett Schafer

    Writing the Emerging Moats Newsletter /// Host of the Chit Chat Stocks Podcast /// Contributing analyst at Motley Fool

  • Ryan Henderson

    Head of Research at Fiscal.ai and Co-Host of the Chit Chat Stocks Podcast

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