Emerging Moats Research

Crocs: Finding The Bottom (Ticker: CROX)

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

19 hrs ago • 

Brett Schafer

4

1

2

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 • 

Brett Schafer

3

1

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 • 

Brett Schafer

4

2

Portfolio Update, Transactions, and 2025 Release Schedule

Setting the groundwork for Emerging Moats

Nov 15 • 

Brett Schafer

3

2

Gambling.com Group: Durable Tailwinds? (Ticker: GAMB)

Facing headwinds, this digital gambling player is evolving its business and trades at a 20% free cash flow yield.

Nov 14 • 

Brett Schafer

5

2

Welcome To Emerging Moats Research

The next evolution in the Chit Chat Stocks universe

Nov 14 • 

Brett Schafer

17

2

October 2025

Crocs: Breaking My Own Investing Rule (Ticker: CROX)

Plus, thoughts on my portfolio heading into Q3 earnings

Oct 22 • 

Brett Schafer

16

7

4

September 2025

Kraken Robotics: Subsea Superiority (Ticker: KRKNF)

A small-cap hypergrower benefitting from the defense spending supercycle

Sep 26 • 

Brett Schafer

36

7

What Would American Semiconductor Manufacturing Company Look Like?

The west needs an ASMC. Yesterday.

Sep 17 • 

Brett Schafer

8

5

2

SoFi: The Perfect Middle Ground (Ticker: SOFI)

SoFi is in the perfect position to grow its deposit base.

Sep 6 • 

Ryan Henderson

8

1

1

4 Lessons I've Learned From Studying Super Investors

And how it has impacted my personal portfolio

Sep 1 • 

Brett Schafer

19

2

3

August 2025

Punch Card Investing Is a Mistake (Unless You Are Warren Buffett)

And we are not Warren Buffett

Aug 20 • 

Brett Schafer

13

8

2