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Where is my MOAT?
Build a portfolio of long-term winners
—without the guesswork.
A PREMIUM NEWSLETTER delivering:
2 company insights per week (news translated in business impact);
2 in-depth company analyses per week with my Buy↑ / Hold– / Sell↓ opinion;
my stock structure;
and more 😎
NEWSLETTERS
Latest company analyzes
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Ready to build a portfolio of lasting success?
You’re in the right place
Where is my MOAT? (WIMM) is a premium newsletter that dives deep into companies to assess their competitive advantages. I explore the strategies, structures, and signals that reveal whether a business can defend its market position and compound value over time.
Each post features:
In-depth company analyzes Buy↑ / Hold– / Sell↓
Business model edge + margin resilience
Macro and industry trends that shift competitive dynamics
Strategy and moat breakdowns
Why Strategy and Tech?
This is where we find the moat
We’re living in a new economy and it didn’t start with interest rates or inflation. It started with GenAI. The pandemic accelerated digital transformation. GenAI rewired it. Suddenly, every business is rethinking its competitive advantage, its cost structure, and even its reason to exist.
That’s why strategy matters more than ever. And why tech is the fastest lens to watch it evolve. Companies live and die by their moats. They face short product cycles, brutal competition, and rapid commoditization. What works this quarter might be obsolete next year. So watching how these companies adapt gives us a front-row seat to the future of all industries.
And finance? It reacts in real time. Markets interpret every shift in strategy, margin, and momentum, offering imperfect, but highly revealing signals of what matters and where the edge lies.
In a world moving faster than ever, strategy and tech are the compass.
Why moats matter:
Companies with wide moats win over time
They compound value, outlast downturns, and fend off disruption
Finding them is hard
That’s why you’re here
New to Where is my MOAT?
Unlock 3-4 weekly company analyzes and insights
That’s >150 company/analysis breakdowns a year.
Just clarity, conviction, and compounders.
Focused on moats
Competitive advantage, pricing power, margin resilience
Detailed
Enough information to feel like a mini-MBA
A personal decision
What I would do: Buy↑ / Hold– / Sell↓ with logic and numbers
3-4 analyzes per week
On companies across industries and geographies (delivered on Friday, Saturday, and Sunday - when you actually have time to read, internalize, and think)
By signing up, you agree to receive our newsletters, understand that our content is for educational purposes only and not financial advice, and confirm your agreement with our Terms of Use, Privacy Policy, and Ethics & Independence Statement. The service is provided by Sorin Anagnoste, operating independently with full transparency about methodology and absence of conflicts.
