Substack

Hated Moats

Everything we have picked from this writer, newest first.

SoFi's DCF values shares at $18, forecasting adjusted net revenue growth from 30% in 2026 to 3.5% by 2035 as it scales its digital bank…

Hated Moats May 29

Compass Pathways plans a Q4 2026 NDA submission for COMP360, a synthetic psilocybin treatment for resistant depression, backed by $466…

Hated Moats May 15

Novo Nordisk’s adjusted Q1 sales fell 4% despite 22% obesity-care growth, as lower US prices outweighed volume gains.

Hated Moats May 6