Emerging Moats Research

Emerging Moats Research

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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
Kraken Robotics: Subsea Superiority (Ticker: KRKNF)
A small-cap hypergrower benefitting from the defense spending supercycle
Sep 26 • 
Brett Schafer
Oscar Health: Undervalued or Overhyped? (Ticker: OSCR)
Taking a thorough look at this fast growing health insurance stock
Jul 30 • 
Brett Schafer
The Real Brokerage: The Fastest Growing Company We've EVER Covered on The Podcast (Ticker: REAX)
But am I buying the stock?
Jun 18 • 
Brett Schafer
Instacart: The Next Great Network Effect Business? (Ticker: CART)
An underrated marketplace hiding in plain sight
May 21 • 
Brett Schafer
Why I Bought Interactive Brokers Stock (Ticker: IBKR)
A deep dive into this brokerage compounder
Apr 30 • 
Brett Schafer
Nu Holdings: The Best Fintech Stock in The World? (Ticker: NU)
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Mar 26 • 
Brett Schafer
Grupo Aeroportuario Centro Norte: I Bought The Highest Quality Stock In Mexico (Ticker: OMAB)
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Jan 29 • 
Brett Schafer
Remitly Global: Why I Am Buying This Hidden Fintech Stock (Ticker: RELY)
A potential compounder at a profit inflection
Sep 4, 2024 • 
Brett Schafer
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