Portfolio Update, Transactions, and 2025 Release Schedule

Setting the groundwork for Emerging Moats

Hello everyone,

Emerging Moats paid research officially launched yesterday! Thank you to all who have shown interest in the service, it means a lot.

Typically, I will be writing one email a week that comes out on Friday morning, which includes the research of the week as well as any schedule or portfolio updates.

However, I have chosen to make a separate post just for this week to highlight my planned publishing schedule through the end of the year. Hopefully, any reader can take this proposed schedule and better understand what type of research they will be getting as a paid subscriber to Emerging Moats.

Below, the proposed schedule is free to read. Behind the paywall will be transactions from last week as well as an update on my portfolio.

If you haven’t already, read my introduction to Emerging Moats and first research report on Gambling.com Group. Then, consider subscribing to the newsletter:

Alright, enough self promotion, let’s get to it.

2025 Schedule

Here is my publishing schedule through the end of 2025:

My next research report will be on Cava Group. I think it is a fascinating restaurant concept with the potential for national scale. With the stock down back to (I think?) a reasonable earnings multiple, it will be a fun business to look at.

Quarterly updates are self explanatory. These will be shorter articles to keep readers apprised of my current thoughts on these businesses, and what my plans are for the respective stocks.

Transactions From Last Week