Archive - Emerging Moats Research

Why I am Shorting Speculative Stocks In 2026 (PLTR, RGTI, OKLO + More)

There is a bounty of investment opportunities for those with the courage to take the plunge.

Jan 16 • Brett Schafer

Portfolio Update: What I Am Buying On Monday

Full transparency in the Emerging Moats portfolio

Jan 10 • Brett Schafer

Evolus: The Beautification Arms Race (Ticker: EOLS)

A comprehensive research report on a disruptive player in aesthetics

Jan 9 • Brett Schafer

My 3 Best Buys For 2026

Three stocks I have high conviction on for next year (and why)

Jan 2 • Brett Schafer

December 2025

Oscar Health: A 2026 Rebound (Ticker: OSCR)

Short-term speed bumps in the health insurance market are giving us a buying opportunity

Dec 26, 2025 • Brett Schafer

Friday Update: Things Are Happening! (OMAB, HRBR, and More)

A special update on Grupo OMAB and the (coming back to life?) HRBR investment

Dec 19, 2025 • Brett Schafer

Grupo Aeroportuario Del Centro Norte: Short And Long-Term Catalysts (Ticker: OMAB)

A timely update on my favorite airport operator (and top-performing stock of 2025)

Dec 19, 2025 • Brett Schafer

Cava Group: Our Mediterranean Future (Ticker: CAVA)

A full research report on the fast casual chain down 65% from all-time highs.

Dec 12, 2025 • Brett Schafer

Crocs: Finding The Bottom (Ticker: CROX)

Breaking my own rule, and feeling optimistic (so far)

Dec 5, 2025 • Brett Schafer

November 2025

Remitly Global: Is It Truly That Bad? (Ticker: RELY)

Updating after Q3 earnings. My thoughts on what will make the stock work over the next three years

Nov 28, 2025 • Brett Schafer

Sprouts Farmers Market: Coming Back to Earth (Ticker: SFM)

Plus: my upcoming schedule, portfolio update, and the best ways to access Emerging Moats Research

Nov 21, 2025 • Brett Schafer

Portfolio Update, Transactions, and 2025 Release Schedule

Setting the groundwork for Emerging Moats

Nov 15, 2025 • Brett Schafer

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