The process

How Moatery works

Four steps to turn raw research into a structured memo you can revisit each quarter.

01

Pick a stock and a lens.

Choose the mental model that fits the business — a compounder through Buffett, a cyclical through Marks.

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.