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Where is my MOAT?
Make better investment decisions.
200+ analyses a year. One obsession: finding the moat.
A PREMIUM INVESTMENT PLATFORM FOR SERIOUS INVESTORS:
4-5 deep-dives per week — company analyses, macro breakdowns, market updates, and essays;
Buy↑ / Hold– / Sell↓ opinions with the reasoning laid out, not hidden behind vague language;
Quarterly live Q&A video sessions — because conviction should survive questions;
A growing toolkit: watchlists, curated podcast & book ideas, and a weekly news digest (coming soon).
Company Analysis
Full breakdowns with Buy↑ / Hold– / Sell↓. Strategy, margins, moat durability – the whole picture.
Macro Environment
Monthly deep-dives into the forces reshaping industries. Interest rates are the least interesting part.
Market Updates
What moved, why it matters, and what it signals about where value is shifting.
Essays
Longer-form thinking on strategy, competitive dynamics, and the ideas the market hasn’t priced in yet.
Live Q&A
Quarterly sessions. Bring your toughest questions. No scripted answers.
Watchlist (coming)
The companies I’m tracking before they become consensus picks.
Podcast & Book Ideas (coming)
The best thinking I’ve found elsewhere – curated, not aggregated.
Top 5 News of the Week (coming)
Five stories that actually matter, stripped of the noise.
NEWSLETTERS
Latest company analyzes
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Why Strategy and Tech?
Because that's where the moat lives
We're in an economy where last quarter's advantage is this quarter's commodity. GenAI made every business question its reason to exist.
Companies live and die by their moats. Short product cycles, brutal competition, rapid commoditization and a transition of a model from “price per seat” to “price per outcome”. What works today will be obsolete by the time you finish reading this sentence (probably not….but soon.)
Strategy is how you find them. Tech is how you watch them evolve. Finance is how the market scores the game, imperfect, noisy, but full of signal if you know where to look.
That's what “Where is my MOAT?” does. Across 200+ analyses per year, through company deep-dives, macro reads, and live conversations, I help investors and businesses separate durable advantage from temporary momentum.
Why moats matter:
Companies with wide moats compound value;
They outlast downturns, fend off disruption, and reward patience;
Finding them is hard. That's why you're here.
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Where is my MOAT? (WIMM) is written by Sorin Anagnoste, certified investment consultant, strategy professor, and advisor. The platform combines business strategy, technology analysis, and capital markets thinking to help readers make better investment decisions.
This is independent research, not sponsored content and not generic financial commentary.
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.
