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Artwork for Emerging Moats Research

Emerging Moats Research

Brett Schafer, Ryan Henderson

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

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues437SubscribersRead emergingmoats.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Nintendo: Are We Doing This Again? (Ticker: NTDOY)

Investor patience is being tested. Let's analyze whether that has created an opportunity.

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Philip Morris International: The Next Phase (Ticker: PM)

We are beginning a transition from a revenue story to an earnings and cash flow story.

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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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