Updating The Real Brokerage And Re/Max Numbers
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Emerging Moats Research
In-depth reports on stocks with emerging moat characteristics, recurring updates on stocks in the emerging moats universe, and portfolio updates.
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Latest posts
The Real Brokerage: Transformation (Ticker: REAX)
A merger, or one giant agent acquisition?
Nintendo: Churning Recovery (Ticker: NTDOY)
The video game giant has begun to rebound.
Remitly Global: Still Undervalued? (Ticker: RELY)
The multiyear setup looks lovely.
BBB Foods: A Proven Discount Grocery Model With Ample Runway Ahead (Ticker: TBBB)
Combining the philosophies of Costco, Aldi, and Dollar Genera to fit the Mexican market
Coupang: Normalization (Ticker: CPNG)
A wide moat business that keeps shooting itself in the foot.
Adyen: Land And Expand (Ticker: ADYEN)
The two recently closed acquisitions will greatly accelerate Adyen's product breadth when competing for enterprises and start-up clients.
Half-Year Returns + Short Portfolio Update
Plus, what I care about as an individual investor.
Corporacion America Airports: Out Of The Ashes (Ticker: CAAP)
A company that has survived the warmth of collectivism is now ready to take advantage of the frigidity of capitalism.
Airbnb: Building Blocks (Ticker: ABNB)
Steady moat expansion is underway.
Wix: More Pain (Ticker: WIX)
Show any signs of being an AI loser, and you will be swiftly punished.
Grupo Aeroportuario Del Centro Norte: World Cup Inflection? (Ticker: OMAB)
Plus, long-term catalysts still in play.