Emerging Moats Research

Flyover Stocks is an investing newsletter that focuses on finding quality businesses with economic moats, led by talented stewards of shareholder capital. We will also discuss investing philosophy, strategy, portfolio management, and behavior.

Investing letter focused on high-quality businesses and LatAm stocks.

At The Transcript, we read dozens of earnings call transcripts each week and take note of interesting and important quotes from management about the economy and industry trends. The best and most important quotes are compiled in The Transcript, our weekly

investing

Learn to analyze dividend stocks using Buffett's framework for evaluating businesses. No stock tips, no jargon, a repeatable method that helps self-directed investors finally make decisions with confidence.

Long-term investment research with 100% portfolio transparency (prior disclosure of all changes). TSOH is written by Alex Morris, a former buyside equities analyst, CFA Charterholder, and the author of "Buffett And Munger Unscripted".

Valuation. Business analysis. Investing. Finance meets curiosity, creativity, and skepticism.

🎯 We try to beat the market by identifying potential Multibagger Stocks.

In-depth research on High-Quality Companies and much more.

Value buyer and growth holder. Global equity research for ambitious investors who love businesses. Obsessed with quality & disciplined valuation. Process- & data-driven. No hype, just deep analytical work for the patient minority. 10y+ in equities.

Exploring the world of overlooked investments. Why some of the greatest investments get ignored; why we spend so much time on the bad ones; and everything in-between.