Brett Schaefer

Brett Schaefer, a researcher and founder of the Emerging Moats service, dives into the concept of companies with emerging competitive advantages. He discusses Kraken Robotics' innovative defense tech and growth prospects while highlighting Oscar Health's unique place in the ACA market and the challenges posed by legacy insurers. Brett emphasizes spotting scalable advantages and the potential for growth in small and mid-cap stocks. With insights on risks, rewards, and market trends, this conversation offers a fresh perspective on under-the-radar investment opportunities.