meta_pixel
Tapesearch Logo
Log in
The Investing for Beginners Podcast - Your Path to Financial Freedom

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

The Investing for Beginners Podcast - Your Path to Financial Freedom

Andrew Sather & Glassbox Media

Business, Investing

4.21.5K Ratings

🗓️ 4 December 2025

⏱️ 68 minutes

🧾️ Download transcript

Summary

Want to go deeper on real companies with simple, long-term investing guidance? Subscribe to the Value Spotlight newsletter, where Dave and Andrew share stock ideas, valuations, and lessons from real businesses straight to your inbox. 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 risks and rewards, and how investors can spot the next wave of winners outside the usual tech hype. Key Topics Covered:  What is an “emerging moat” and why it matters  Kraken Robotics: defense tech, contracts, and growth runway  Oscar Health: ACA market, tech disruption, and scaling up  The risk and reward of dilution, contracts, and regulation  How to spot scalable competitive advantages  What Brett looks for in small/mid-cap stocks  The long-term opportunity in individual health insurance Timestamps:  00:00 Intro and Brett’s new research service  03:00 What are emerging moats and why focus on them?  07:00 Kraken Robotics: tech, contracts, and defense industry growth  13:00 Oscar Health: ACA, tech, and the innovator’s dilemma  26:00 Risk, reward, and scaling up  40:00 How Brett researches and what’s next for Emerging Motes 50:00 Wrapping up and links to research Resources Mentioned: The Value Spotlight Newsletter:  https://einvestingforbeginners.com/value-spotlight-newsletter/ Emerging Motes Newsletter & Research:  https://www.emergingmoats.com/ Chit Chat Stocks Podcast:  https://podcasts.apple.com/us/podcast/chit-chat-stocks/id1437766060 Have questions or want your story featured? Email the show at [email protected] or comment below. Your feedback shapes the podcast! Remember, invest with a margin of safety—emphasis on the safety. Have a great week, and we’ll talk to you next time. Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Today’s show is sponsored by: Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SHOPIFY.COM/beginners⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to start selling with Shopify today. Download the⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Plynk app⁠⁠⁠⁠⁠⁠⁠⁠⁠ today to start building your investing confidence. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Go to ⁠auraframes.com⁠ and use promo code BEGINNERS at checkout to get $35 off Get your free quote and see how much you could save at ⁠SelectQuote.com/beginners⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Interested in how your company sponsor the show? Reach us at  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SUBSCRIBE TO THE SHOW ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Amazon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

You know, when I started this podcast, it felt like I had to become 10 people overnight.

0:05.3

Producer, editor, marketer, designer. It was a lot. And I kept thinking, I wish I had someone in my

0:12.1

corner to help me figure this out. That's why I love today's sponsor, Shopify. It's like

0:16.7

having a built-in business partner. Shopify powers millions of businesses worldwide, from giants like Jim Shark to scrappy

0:24.7

upstarts just getting going.

0:26.6

With Shopify, you can launch your own studio or store using hundreds of stunning templates

0:30.6

that match your brand's vibe.

0:32.4

Need help with content, their AI tools help write product descriptions and enhance your

0:37.3

photos. Marketing, easy email and

0:39.8

social campaigns built right in. Inventory, shipping, returns, Shopify's got your back on all of it.

0:46.3

Turn your big business idea into with Shopify on your side. Sign up for your $1 per month trial

0:53.6

and start selling today at shopify.com.

0:56.2

com.com.com.com.com.com.com.com.com.com.com.

1:00.5

U.K. slash glassbox, Shopify.com.com.

1:03.6

www.com.

1:05.0

Think about cheese.

1:06.8

Make your thoughts cheesier.

1:09.3

Now add 100% chicken breast fillet,

1:11.3

Chipotle sauce and ameta cheese melt.

1:13.4

And it's giving the new cheesy cheese. Make your thoughts cheesier. Now add 100% chicken breast fillet, Chipotle sauce and ameger cheese melt,

1:13.4

and it's giving the new cheesy chicken stack at McDonald's.

1:17.4

Did we mention it's cheesy?

...

Transcript will be available on the free plan in 17 days. Upgrade to see the full transcript now.

Disclaimer: The podcast and artwork embedded on this page are from Andrew Sather & Glassbox Media, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Andrew Sather & Glassbox Media and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2025.