Welcome To Emerging Moats Research
The next evolution in the Chit Chat Stocks universe
This is Brett. Today is a big one for Chit Chat Stocks and this newsletter.
We are officially launching ~Emerging Moats~ stock research and rebranding this newsletter. Written by yours truly, Emerging Moats is a paid newsletter that will produce a stock research report every four weeks and provide regular updates on existing stocks in the Emerging Moats universe.
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.
Later today, you will receive a preview of my first stock research report (paid subscribers will be able to read the full thing).
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 Emerging Moats will give you hundreds of hours in analyst work every year, all at a reasonable price.
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 company I’ve never written about.
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. That’s not my game.
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. You can find others on the Stock Research tab on the website.
Subscribers can pay $500 a year for the Emerging Moats newsletter. Sign-up here.
Podcast listeners, don’t fret, we understand not everyone is in the position to pay for stock research. The Chit Chat Stocks Podcast is still going twice a week with investing content including our weekly Investing Power Hours, analyst interviews, and Ryan’s regular stock research episodes (my research will now be written behind this paywall).
Professional teams and wealthy individuals hunting for emerging moat stocks should subscribe to Emerging Moats Research. Please do not subscribe if the annual subscription price is going to be a large % of your investable assets.
Thank you to everyone who has listened to us over the years. If you think my research has provided you value and is a good fit, consider becoming a paying subscriber today.
-Brett