01
Pick a stock and a lens.
Choose the mental model that fits the business — a compounder through Buffett, a cyclical through Marks.
Build your investment theses, one lens at a time
Think like the legends. Memo by memo.
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 instead of chasing noise.
Six investor lenses, one disciplined process
"Use one lens to build conviction. Compare two to find your edge."
Warren Buffett
"Owner earnings, durable moats, rational capital allocation."
Charlie Munger
"Latticework of mental models. Invert, always invert."
Benjamin Graham
"Margin of safety. Mr. Market is a servant, not a guide."
Peter Lynch
"Know what you own. Tenbaggers hide in plain sight."
Howard Marks
"Second-level thinking. Where are we in the cycle?"
Li Lu
"Deep work, concentrated bets, the compounding of understanding."
How it works
02
Paste filings, calls, or notes.
Drop in the 10-K, the call transcript, or your own scribbled margin notes.
03
Save the memo. Revisit at next earnings.
Your memo lives in the Journal. When the next quarter lands, Moatery surfaces what changed against your original thesis.
04
Compare two lenses side by side.
Run the same earnings through two lenses — see where Buffett and Graham would agree, and where they part ways.
Not a stock picker. A thinking coach.
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.