Emerging Moats Research
Brett Schafer, Ryan HendersonIn-depth reports on stocks with emerging moat characteristics, recurring updates on stocks in the emerging moats universe, and portfolio updates.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 463 | Founded | 7 years ago | Last Issue | 10 days ago |
| Active | |||||
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emergingmoats.comLatest Issues
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)
BBB Foods: A Proven Discount Grocery Model With Ample Runway Ahead (Ticker: TBBB)
Combining the philosophies of Costco, Aldi, and Dollar Genera to fit the Mexican market
The next three weeks at Emerging Moats: Remitly Global (quarterly update), Nintendo (quarterly update), and the Real Brokerage (quarterly update).
Coupang: Normalization (Ticker: CPNG)
A wide moat business that keeps shooting itself in the foot.
Next three weeks at Emerging Moats: BBB Foods (Full Research Report), Interactive Brokers (Quarterly Update), Nintendo (Quarterly Update)
Adyen: Land And Expand (Ticker: ADYEN)
The two recently closed acquisitions will greatly accelerate Adyen's product breadth when competing for enterprises and start-up clients.
The Q3 Emerging Moats schedule has been finalized. The next three research reports will be BBB Foods,...
Half-Year Returns + Short Portfolio Update
Plus, what I care about as an individual investor.
Next three weeks: Adyen (quarterly update), Coupang (quarterly update), BBB Foods (Full Research Report)
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Emerging Moats Research.
| Subscribers | Engagement | 70 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Writing the Emerging Moats Newsletter /// Host of the Chit Chat Stocks Podcast /// Contributing analyst at Motley Fool
Head of Research at Fiscal.ai and Co-Host of the Chit Chat Stocks Podcast
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