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 | 454 | Founded | 7 years ago | Last Issue | 7 days ago |
| Active | |||||
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emergingmoats.comLatest Issues
Nelnet: Our Berkshire? (Ticker: NNI)
An undervalued $4.6 billion market cap and the aim for perpetual holding.
“We believe we still have a significant amount of unrealized value in these businesses as well as in real estate, solar tax equity, and other major ventures.”
Rambling Thoughts Ahead Of The SpaceX IPO (Ticker: SPCX)
Today, I bring you an entirely free article for the selfish reason that I want my thoughts on SpaceX timestamped in the ether before the IPO.
So, here you go.
Rambling thoughts on SpaceX and the state of the Elon Empire.
SpaceX is plan...
Sprouts Farmers Market: Counterweight (Ticker: SFM)
Playing the foil to the commoditized grocery market. An update on Q1.
Today, I bring readers an update on Sprouts Farmers Market.
Trading Update: What I am Buying and Selling Today
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As I mentioned in my newsletter on Oscar Health, I am making some trades today:
Oscar Health: Unstuck (Ticker: OSCR)
The stock is up 104% since the end of March. What now?
Well, that was quite the week to take a vacation. It seemed like every stock in the Emerging Moats portfolio went up or down 20% while I was gone. Expect the same when I take another v...
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| Subscribers | Engagement | 71 | 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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