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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
Issues475Founded7 years agoLast Issue8 days ago
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Latest Issues

Cava Group: Buying The (Feta) Dip? (Ticker: CAVA)

Forward returns are starting to look a lot more attractive if you believe in the unit count growth story.

Next three weeks at Emerging Moats: HOLIDAY, Oscar Health (quarterly update), Smartfit Escola (Introductory Research Report)

8 days ago
3
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Crocs: Double-Digit Buyback Yield (Ticker: CROX)

Capital returns and unique market positioning could assuage the “investing in apparel” risk

Next three weeks at Emerging Moats: Cava (quarterly update), HOLIDAY, Oscar Health (quarterly update)

15 days ago
4
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Where Are Google and Apple?

Welcome everyone. A few rambling thoughts for your Saturday morning on AI agents.

We have hit the next phase of the AI boom. Consumer agents are here, with Meta making a massive push to get its Muse agent downloaded as the current frontru...

20 days ago
6
4

Alsea: Durable Growth at 5.4x EBITDA (Ticker: ALSEA)

Improving ROIC may unlock this beaten down stock

I have finalized the Q4 2026 writing schedule for Emerging Moats. After today’s report on Alsea, coverage will shift to Smartfit, Bill Holdings, and Lindbad Expeditions. The goal is to look...

22 days ago
4
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Evolus: Aesthetic Spending Bounceback (Ticker: EOLS)

Long-term tailwinds are materializing.

Article Summary

a month ago
5
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Authors

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  • 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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