How to Use Research Services

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In this episode, Dave and Andrew welcome Brett Schaefer to talk about “emerging moats” and showcase his new research service. 

Brett breaks down why he’s focusing on companies with growing competitive advantages, and shares deep dives into two off-the-beaten-path stocks: Oscar Health and Kraken Robotics. 

The conversation covers what makes these businesses unique, the risks and rewards, and how investors can spot the next wave of winners outside the usual tech hype.

Key Topics Covered: 

• What is an “emerging moat” and why it matters 

• Kraken Robotics: defense tech, contracts, and growth runway 

• Oscar Health: ACA market, tech disruption, and scaling up 

• The risk and reward of dilution, contracts, and regulation 

• How to spot scalable competitive advantages 

• What Brett looks for in small/mid-cap stocks 

• The long-term opportunity in individual health insurance

Timestamps: 

00:00 Intro and Brett’s new research service 

03:00 What are emerging moats and why focus on them? 

07:00 Kraken Robotics: tech, contracts, and defense industry growth 

13:00 Oscar Health: ACA, tech, and the innovator’s dilemma 

26:00 Risk, reward, and scaling up 

40:00 How Brett researches and what’s next for Emerging Motes 50:00 Wrapping up and links to research

Resources Mentioned:

The Value Spotlight Newsletter:  https://einvestingforbeginners.com/value-spotlight-newsletter/

Emerging Motes Newsletter & Research:  https://www.emergingmoats.com/

Chit Chat Stocks Podcast: 

https://podcasts.apple.com/us/podcast/chit-chat-stocks/id1437766060

Have questions or want your story featured? Email the show at newsletter@einvestingforbeginners.com or comment below. Your feedback shapes the podcast!

Remember, invest with a margin of safety—emphasis on the safety. Have a great week, and we’ll talk to you next time.

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

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