A foundry for moat-thinking investors
Moatery turns your stock research into structured theses, refined through the lenses of Buffett, Munger, Graham, Lynch, Howard Marks, and Li Lu — so you build conviction, not noise.
"Owner earnings, durable moats, rational capital allocation."
"Latticework of mental models. Invert, always invert."
"Margin of safety. Mr. Market is a servant, not a guide."
"Know what you own. Tenbaggers hide in plain sight."
"Second-level thinking. Where are we in the cycle?"
"Deep work, concentrated bets, the compounding of understanding."
Choose the mental model that fits the business — a compounder through Buffett, a cyclical through Marks.
Drop in the 10-K, the call transcript, or your own scribbled margin notes.
Your memo lives in the Journal. When the next quarter lands, Moatery surfaces what changed against your original thesis.
Moatery doesn't tell you what to buy. It teaches you to ask the questions a great investor would ask — about durability, about management, about the price of being wrong. Over time, the lenses become yours. The memos become evidence of how your thinking sharpened, quarter by quarter.