Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
How to Spot a Durable Moat in a Crowded Market
In this episode of Stock Picking with Fexingo, Lucas and Luna drill into the concept of economic moats—what they really mean, how to identify them in today's market, and why a handful of wide-moat names like Costco and Moody's stand out. They discuss recent market context: the S&P 500 near 7,700, the small-cap Russell 2000 up 0.6 percent for the week, and rising rate-hike odds after Warsh. The hosts walk through a framework for evaluating moats: pricing power, intangible assets, switching costs, and network effects. They use real examples—Costco's membership model, Moody's…
The skinny
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