Emerging Moats Research
My name is Brett Schafer. I am an avid investor, longtime writer at the Motley Fool, and co-founder of the millions-of-times downloaded Chit Chat Stocks podcast. Now, I am beginning a new journey writing Emerging Moats Research.
Emerging Moats is a newsletter that will produce a stock research report every four weeks, provide regular updates on existing stocks in the Emerging Moats universe, and regularly update my portfolio transactions and returns.
Emerging Moats research reports will be comprehensive, but not onerous reads. Each report should take a maximum of 15 - 20 minutes to finish, providing enough analysis for someone to make an actionable investment decision without wasting their day.
Value from this newsletter will come from distilling tens of hours of research into a 15 minute read that gets you up to speed on a stock. If you trust my research – which I think anyone reading this does – then you’ll find value in my Emerging Moats analyst work. Instead of paying six figures for a full-time analyst, pay just a few hundred dollars a year for Emerging Moats Research.
Why the name Emerging Moats? Well, simply because these are the stocks I am hunting for in my own portfolio. These are the businesses with emerging competitive advantages that can produce 10x or 100x returns for shareholders over decades. The best opportunities in public markets come from stocks with rapidly improving competitive advantages. In the long run, companies with widening moats generate profits well above investor expectations, leading to phenomenal stock returns.
Here’s what I can promise subscribers:
Consistent high quality research. Every four weeks, subscribers will receive a stock research report on a new company.
Full portfolio transparency. Readers will know my investment decisions before they happen, with full transparency on portfolio allocation.
Regular updates post-research. For stocks in my portfolio or on my Emerging Moats watchlist, I will provide updates weekly. These will come out on the three Fridays in between the introductory research reports. Core holdings may get updates every quarter, while smaller positions may be updated twice a year, along with key watchlist stocks.
Here’s what I cannot promise subscribers:
Holding your hand. I will be fully transparent on what I am buying or selling, but I cannot tell you what to buy or sell.
Guaranteed returns. The goal of this newsletter is to provide stock research on emerging opportunities as supplemental research for professionals and knowledgeable DIY investors. If you want someone to just tell you what stocks to buy, search elsewhere.
To test the waters, I would recommend reading past reports on Kraken Robotics and Oscar Health. They are completely free. For more research reports, check out our archive on the Stock Research Tab of the website.
The price of Emerging Moats Research is $100 a month, or $500 a year. Sign-up here.
Testimonials
“Brett has proven over time his is one of the best analysts out there. He communicates clearly and has an approachable writing style. His analysis is always thorough, well thought out, and measured.” - Dave Ahern, Co-host of the Investing For Beginners Podcast
