Logo
For individuals
For companies
Investment thesis
About
Sample
Search
Login
newspaper-clipping
Read

🎁 Don’t miss out — get 30 days free. Start your trial today!

Resource center

Explore past analyses

How Tesla and Google are reinventing their moats in real time

How Tesla and Google are reinventing their moats in real time

Feb 13, 2026

LockSimple
Paid
[Essay] AI - The End of the Beginning. A Case for Optimism.

[Essay] AI - The End of the Beginning. A Case for Optimism.

Feb 12, 2026

AMD - Moats are made in Software

AMD - Moats are made in Software

Feb 8, 2026

LockSimple
Paid
Broadcom - from Chips to Infrastructure

Broadcom - from Chips to Infrastructure

Feb 7, 2026

LockSimple
Paid
on GOLD ⚱️

on GOLD ⚱️

Feb 6, 2026

LockSimple
Paid
🧐 Updates on Apple, TMSC and META

🧐 Updates on Apple, TMSC and META

Feb 5, 2026

LockSimple
Paid
🛒 Costco and the Membership Model

🛒 Costco and the Membership Model

Feb 1, 2026

LockSimple
Paid
Walmart  - the anti-Amazon playbook

Walmart - the anti-Amazon playbook

Jan 31, 2026

LockSimple
Paid
🤓 [Analysis] Is AI just the death of software?

🤓 [Analysis] Is AI just the death of software?

Jan 30, 2026

LockSimple
Paid
👀 Analysis for opening a 3rd portfolio

👀 Analysis for opening a 3rd portfolio

Jan 29, 2026

LockSimple
Paid
🩴 The Comfort Economy and Birkenstock’s Moat

🩴 The Comfort Economy and Birkenstock’s Moat

Jan 25, 2026

LockSimple
Paid
👟 The Great Nike Reset

👟 The Great Nike Reset

Jan 24, 2026

📈 The Two-Broker Strategy

📈 The Two-Broker Strategy

Jan 23, 2026

🛍️ The Next Shopping Platform is an Interface

🛍️ The Next Shopping Platform is an Interface

Jan 22, 2026

🏦 TSMC and the AI Capacity Governor

🏦 TSMC and the AI Capacity Governor

Jan 18, 2026

LockSimple
Paid
💿 ASML and the Physics Monopoly

💿 ASML and the Physics Monopoly

Jan 17, 2026

LockSimple
Paid
🏎️ Ferrari’s scarcity stack

🏎️ Ferrari’s scarcity stack

Jan 10, 2026

LockSimple
Paid
🏡 Airbnb’s real moat is demand

🏡 Airbnb’s real moat is demand

Jan 9, 2026

LockSimple
Paid
Why OpenAI needs Pinterest

Why OpenAI needs Pinterest

Jan 5, 2026

LockSimple
Paid
Business Predictions for 2026

Business Predictions for 2026

Jan 2, 2026

LockSimple
Paid
2026 Annual Presentation: The Great Acceleration

2026 Annual Presentation: The Great Acceleration

Dec 27, 2025

LockSimple
Paid
🧾 PayPal is moving from 'Button' to 'Platform'

🧾 PayPal is moving from 'Button' to 'Platform'

Dec 21, 2025

LockSimple
Paid
🚜 Caterpillar’s quiet pivot to uptime

🚜 Caterpillar’s quiet pivot to uptime

Dec 20, 2025

LockSimple
Paid
🌐 Alphabet’s AI replatforming and the end of blue links

🌐 Alphabet’s AI replatforming and the end of blue links

Dec 19, 2025

LockSimple
Paid
[Presentation] The Compressed Decade (2025)

[Presentation] The Compressed Decade (2025)

Dec 16, 2025

LockSimple
Paid
🤓 Where Is My Moat? --> Masterplan (and what changes next)

🤓 Where Is My Moat? --> Masterplan (and what changes next)

Dec 15, 2025

LockSimple
Paid
📺 The sovereign of streaming: Netflix’s vertical integration and the Warner Bros endgame

📺 The sovereign of streaming: Netflix’s vertical integration and the Warner Bros endgame

Dec 14, 2025

LockSimple
Paid
🛒 MercadoLibre as Infrastructure

🛒 MercadoLibre as Infrastructure

Dec 13, 2025

LockSimple
Paid
🕶️ Meta is doubling down on AI to defend a 3.5 Billion-user moat

🕶️ Meta is doubling down on AI to defend a 3.5 Billion-user moat

Dec 12, 2025

LockSimple
Paid
👾 Roblox’s hypergrowth problem

👾 Roblox’s hypergrowth problem

Dec 7, 2025

LockSimple
Paid
🚗 Tesla’s two equilibria

🚗 Tesla’s two equilibria

Dec 6, 2025

LockSimple
Paid
 💳 Visa vs. the World

💳 Visa vs. the World

Dec 5, 2025

LockSimple
Paid
🚗🛒 Uber’s Hybrid Future

🚗🛒 Uber’s Hybrid Future

Nov 30, 2025

LockSimple
Paid
📈 Interactive Brokers and the Industrial logic of finance

📈 Interactive Brokers and the Industrial logic of finance

Nov 29, 2025

LockSimple
Paid
Microsoft’s AI Factory

Microsoft’s AI Factory

Nov 28, 2025

LockSimple
Paid
💿 The NVIDIA Tax on the AI Future

💿 The NVIDIA Tax on the AI Future

Nov 23, 2025

LockSimple
Paid
🍔 McDonald’s, Value, and the Grind

🍔 McDonald’s, Value, and the Grind

Nov 22, 2025

LockSimple
Paid
🚀 Rocket Lab: Space without the drama

🚀 Rocket Lab: Space without the drama

Nov 21, 2025

LockSimple
Paid
Spotify's Platform Inflection Point

Spotify's Platform Inflection Point

Nov 16, 2025

LockSimple
Paid
Optionality at scale: Amazon’s real AI moat

Optionality at scale: Amazon’s real AI moat

Nov 15, 2025

LockSimple
Paid
Berkshire Hathaway: The Architecture of Compounding

Berkshire Hathaway: The Architecture of Compounding

Nov 14, 2025

LockSimple
Paid
Novo Nordisk: The Metabolic Empire

Novo Nordisk: The Metabolic Empire

Nov 5, 2025

LockSimple
Paid
☕ Starbucks: Back to basics, back to Growth

☕ Starbucks: Back to basics, back to Growth

Nov 2, 2025

LockSimple
Paid
Amazon’s AI Flywheel: How AWS reclaimed momentum and redefined the cloud race

Amazon’s AI Flywheel: How AWS reclaimed momentum and redefined the cloud race

Nov 1, 2025

LockSimple
Paid
Moats, Miles, and Megawatts: Rolls-Royce’s Second Actpost

Moats, Miles, and Megawatts: Rolls-Royce’s Second Actpost

Nov 1, 2025

LockSimple
Paid
Apple (AAPL)

Apple (AAPL)

Oct 26, 2025


CONTACT

[email protected]

Follow on LinkedIn

The website and newsletter content is for educational purposes only. It is not financial advice.

© 2026 Where is my MOAT?.
Report abusePrivacy policyTerms of use
beehiivPowered by beehiiv