Sitemap - 2025 - Emerging Moats Research
Oscar Health: A 2026 Rebound (Ticker: OSCR)
Friday Update: Things Are Happening! (OMAB, HRBR, and More)
Grupo Aeroportuario Del Centro Norte: Short And Long-Term Catalysts (Ticker: OMAB)
Cava Group: Our Mediterranean Future (Ticker: CAVA)
Crocs: Finding The Bottom (Ticker: CROX)
Remitly Global: Is It Truly That Bad? (Ticker: RELY)
Sprouts Farmers Market: Coming Back to Earth (Ticker: SFM)
Portfolio Update, Transactions, and 2025 Release Schedule
Gambling.com Group: Durable Tailwinds? (Ticker: GAMB)
Welcome To Emerging Moats Research
Crocs: Breaking My Own Investing Rule (Ticker: CROX)
Kraken Robotics: Subsea Superiority (Ticker: KRKNF)
What Would American Semiconductor Manufacturing Company Look Like?
SoFi: The Perfect Middle Ground (Ticker: SOFI)
4 Lessons I've Learned From Studying Super Investors
Punch Card Investing Is a Mistake (Unless You Are Warren Buffett)
Coupang: Growing Confidence (Q2 Earnings Update) $CPNG
Remitly Global: Taming The Narrative (Q2 Earnings Update) $RELY
Portillo's: Moving the Goalposts? (Q2 2025 Earnings Update) $PTLO
Why I Bought Oscar Health Stock (Portfolio Update)
Oscar Health: Undervalued or Overhyped? (Ticker: OSCR)
A Word From Our Friends at the TSOH Investing Research Service
Are 401k Plans Going to Drown In Private Equity?
Grab: The Super App Dominating Southeast Asia (Ticker: GRAB)
Zuckerberg's Superintelligence Team
A Fintech Expert On Stablecoins And The Future Of Payments
Should Robinhood Be Allowed to Sell OpenAI Tokens?
4 Hot IPO Stocks To Watch In 2025 [PODCAST]
I'm Getting Dangerously Close To Making a Dumb Investing Decision
4 Great Founder Led Stocks (How They Beat The Market)
The Real Brokerage: The Fastest Growing Company We've EVER Covered on The Podcast (Ticker: REAX)
Are Home Prices Going to Fall?
[PODCAST] Joel Greenblatt: The Intersection Of Quality And Value (Magic Formula For Stocks)
Nintendo Stock Is Up 41% This Year. It Is Still Cheap (Ticker: NTDOY)
Everyone Declared Bonds Dead. You Know What To Do
[PODCAST] Does Robinhood Stock Have 10x Potential? With Travis Hoium (Ticker: HOOD)
So You Want to Buy Quantum Computing Stocks?
Instacart: The Next Great Network Effect Business? (Ticker: CART)
Venture Capital and Private Credit Want to Put Your 401k on 5x Leverage. Don't Let Them
My First Reaction To Airbnb's New Services Launch (ABNB)
Nelnet: Just Keep Swimming (Ticker: NNI)
[PODCAST] 4 Monster Stocks That Nobody Talks About
Mexican Airport Stocks Are Back to All-Time Highs. They Are Still Cheap (OMAB, PAC)
Why I Bought Interactive Brokers Stock (Ticker: IBKR)
American Express: Buy This One When Things Get Ugly (AXP)
Nintendo Stock: The Road To $30 (Ticker: NTDOY)
[PODCAST] Li Lu - The Warren Buffett of China (How He Finds 100 Baggers)
Alsea Group: Making the Plunge (Ticker: ALSEA)
I Bought And Sold Some Stocks Last Week
Nu Holdings: The Best Fintech Stock in The World? (Ticker: NU)
[PODCAST] The Magic of MercadoLibre (Ticker: MELI)
Can We Talk About a Weakening US Dollar?
[PODCAST] We Force Ranked Our Portfolio Holdings
Nelnet: An Update On Our Baby Berkshire Investment (Ticker: NNI)
Grupo Aeroportuario del Centro Norte: Stay Patient, an Inflection Is Coming (Ticker: OMAB)
Remitly Global: Tipping Point?
Adobe: Does The AI Threat Pose an Opportunity For This Compounder?
Earnings Round-Up: American Express, Visa, and Mastercard (V, AXP, MA)
Grupo Aeroportuario Centro Norte: I Bought The Highest Quality Stock In Mexico (Ticker: OMAB)
[PODCAST] Reminder to Bet on Things That Won't Change
My 5 Favorite Warren Buffett and Charlie Munger Quotes From the Berkshire Hathaway Annual Meetings
[PODCAST] The Switch 2 Announcement Confirms My Thesis (Ticker: NTDOY)
[PODCAST] 3 Stocks I am Buying More of in 2025
[PODCAST] Raspberry Pi Feels Like a Great Business (Ticker: RPI)