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Emerging Moats, Oscar Health, and Kraken Robotics – with Brett Schaefer
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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 skinny
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