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Articles (28)
- AAPL (Apple): The Premium Toll Collector
- AMZN (Amazon): The Everything Company's Moat in the Age of AI?
- BABA (Alibaba): A Deeply Undervalued Chinese Tech Conglomerate
- BRK.B (Berkshire Hathaway): Owning the Owners — A $1T Conglomerate at a Rare Discount
- COST (Costco): The Membership Moat in a Retail Wasteland
- Crocs: The Ugly Shoe That Keeps Minting Money
- DIS (Disney): The Magic Kingdom's Moat — Still Enchanted or Fading?
- GOOGL (Alphabet): A Digital Tollbooth With a Wide Moat
- How to Analyze Any Stock Using 6 Legendary Investors' Mental Models
- How to use the Substack editor
- Intel (INTC): When Graham Meets Lynch — A Multi-Lens Value Analysis
- JPM (JPMorgan Chase): The Fortress Bank's Moat — Still the Best in Banking?
- MA (Mastercard): The Toll Road of Global Commerce
- MCD (McDonald's): The Real Estate Empire Disguised as a Burger Joint
- META (Meta Platforms): The Attention Monopolist's AI Gambit?
- MSFT (Microsoft): The Widest Software Moat on Earth?
- NFLX (Netflix): The Content Moat vs. The Streaming Wars
- NVDA (NVIDIA): The Tollbooth on the AI Superhighway
- PDD (Pinduoduo/Temu): The Most Misunderstood Stock in China Tech
- PEP (PepsiCo): The Snack-and-Soda Duopoly at a Fair Price
- TCOM (Trip.com Group): China's Online Travel Giant with a Wide Moat
- Tencent (TCEHY): The Super App Moat at a Fair Price
- The Moat Framework: How to Find Stocks That Print Money for Decades
- TSLA (Tesla): Six Investors, One Stock — A Multi-Lens Value Analysis
- UBER (Uber Technologies): The Platform Moat in the Age of Autonomy?
- V (Visa): The Great Recession's Unlikely Winner — Still the Best Tollbooth in Finance
- Why $CROX is Not a Value Trap (And 3 Signs That Separate It From One)
- WMT (Walmart): The Distribution Moat That Keeps Getting Deeper
Theses (40)
- Apple Inc. — Warren Buffett
- Apple Inc. — Warren Buffett
- Apple Inc. — Warren Buffett
- Apple Inc. — Warren Buffett
- Apple Inc. — Warren Buffett
- Adobe Inc. — Warren Buffett
- Adobe Inc. — Warren Buffett
- Adobe Inc. — Warren Buffett
- Adobe Inc. — Warren Buffett
- Adobe Inc. - Common Stock — Warren Buffett
- Adobe Inc. — Warren Buffett
- Adobe Inc. — Warren Buffett
- Adobe Inc. — Warren Buffett
- Adobe Inc. - Common Stock — Warren Buffett
- Adobe Inc. — Warren Buffett
- Alibaba Group Holding Limited — Warren Buffett
- Special 字符 Co — Warren Buffett
- Costco Wholesale Corporation — Warren Buffett
- Crocs, Inc. — Li Lu
- Crocs, Inc. - Common Stock — Li Lu
- Crocs, Inc. — Warren Buffett
- Alphabet Inc. - Class A Common Stock — Warren Buffett
- Intel Corporation - Common Stock — Benjamin Graham
- Intel Corporation - Common Stock — Peter Lynch
- Untitled draft — Warren Buffett
- Microsoft Corporation — Charlie Munger
- Micron Technology, Inc. - Common Stock — Li Lu
- NVIDIA Corporation — Charlie Munger
- NVIDIA Corporation — Warren Buffett
- NVIDIA Corporation — Warren Buffett
- NVIDIA Corporation — Warren Buffett
- NVIDIA Corporation — Warren Buffett
- NVIDIA Corporation — Warren Buffett
- NVIDIA Corporation — Warren Buffett
- PDD Holdings Inc. - American Depositary Shares — Warren Buffett
- Palantir Technologies Inc. — Charlie Munger
- Tencent Holdings Limited — Li Lu
- Tesla Inc. — Warren Buffett
- Tesla Inc. — Warren Buffett
- Uber Technologies, Inc. Common Stock — Warren Buffett
Lenses (7)
- Warren Buffett Lens
- Benjamin Graham Lens
- Lenses
- Li Lu Lens
- Peter Lynch Lens
- Howard Marks Lens
- Charlie Munger Lens