🏰 Do Moats Still Matter in 2025? What exactly is a competitive moat in today’s fast-moving market? Are brands like Coca-Cola and Apple still untouchable, or is AI changing the game? We debate whether classic economic moats still hold up.

🚀 Are The Magnificent Seven Still Magnificent? Once the undisputed kings of the stock market, are the Mag7 tech giants still as dominant as they seem? Or is there an undercurrent of risk threatening their long-term reign? We break down each company and where they stand today.

🔒 Never Sell: The Ultimate Investing Strategy or a Dangerous Myth? Holding stocks forever has made some investors rich, but is it really the best strategy for everyone? We take on the “Never Sell” philosophy and when it might actually be a terrible idea.

Plus:

➡ Why moats are harder to define than ever (and why Buffett still loves them)

➡ The shifting power of network effects, switching costs, and brand loyalty

➡ Amazon vs. Shopify – does Shopify have a moat, or is it doomed?

➡ Tesla’s future: Innovator or just another car company?

➡ Nvidia’s explosive rise – can it really keep going?

Huge thanks to special guest and friend of the show @TheMattCochrane for joining us on this week's episode to share his wisdom!

Segments:

00:00 The Art of Investing and Innovation

02:28 Do Moats Still Matter? Classic examples vs. modern disruptions

08:05 Moats in the Modern Economy

23:12 Case Study: Moody's Strong Moat

27:31 Challenges in Identifying Moats

40:20 Axon's Moat: A Deep Dive $AXON

42:17 The Magnificent Seven: Dominance in the Market

44:01 NVIDIA: A Controversial Investment $NVDA

45:45 Meta's Turnaround and Future Prospects $META

50:20 Amazon's Unmatched Logistics and Fulfillment $AMZN

54:22 Tesla: The Future of Innovation or Overvalued Hype? $TSLA

01:01:33 Apple: Innovation or Iteration? $AAPL

01:05:30 Alphabet: The Uncertain Future of Search $GOOG

01:07:37 Never Sell – When It Works and When It Fails

01:22:06 Closing Thoughts and Final Remarks

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