Wall Street Wildlife Investing Podcast E69: Moats, The Magnificent Seven & Never Sell – Smart or Suicide? With Special Guest Matt Cochrane
🏰 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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Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation
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