BeeHero merges sensors & data analytics to revolutionize beekeeping—just heard the inside story on Aviv's podcast with CTO Yuval Regev. BeeHero is showing that the best tech solves tangible, real-world problems, not just cut costs. The future of work unites digital and

I’ve been fascinated by the Titanic story for years - today it’s a perfect reminder for me of how we might be blindly trusting “unsinkable” AI. shmil.me/titanic #AI #Automation #unsinkable

First of many; a brand power analysis of a large business with a strong bran ecosystem - starting with Kraft Heinz. Follow EcoMoat for more.

I saw a Cybertruck today for the first time in real life. It is just different from anything else stuck in the busy traffic of Tel Aviv.

Today we are adding logos to the companies analyzed on EcoMoat. A nice addition to improve the user experience and add some color.

Picked up the Ray-Ban Meta glasses on a family trip to Paris (yes, including a Disney stop). Cool tech, but not what I expected. Not a “new platform”—just a smoother way to feed content back into Meta’s ecosystem. Useful? I think so. Moat-widening? Not yet. More here:

I’ve used Morningstar for years. I still do. But a few years ago, I realized something was missing — and that’s why now, when the tech & AI enabled me, I built EcoMoat. Here’s a personal look at two very different approaches to analyzing economic moats.

My investment journey; from Buffett to behavioral, moats to valuation, timeless classics to niche gems. This isn’t just a bookshelf — it’s a reminder that compounding knowledge is the real edge. What’s missing from the shelf? #Investing #Valuation #Stocks

AI image lawsuits (like Disney vs. Midjourney) aren’t just noise - they’re reshaping the industry. Meanwhile, Adobe’s been building an IP-safe moat for years. Firefly, CAI… it’s all adding up. I wrote about why Adobe might be well prepared: ecomoat.ai/articles/adobe… $ADBE #DIS

Even the best business can be a bad investment—if you overpay. Valuation always matters. Some great companies currently looking good: $GOOG $NKE $AMZN $ASML Also healthcare stocks: $BMY, $GSK, $JNJ, $MRK, $PFE Remember that attractive valuation comes with risk. Research.

Many are building smarter investing tools. But clarity is still rare. In design, simplicity takes effort. Same in investing. Here’s my take on why “simple” is hard—and how to navigate. ecomoat.ai/articles/simpl…

I wrote about how $BAC, $JPM, $C, $GS, and $SCHW quietly integrating AI into everything they do. ecomoat.ai/articles/ai-in… See some key findings from Q1 2025 - Q2 2025 earnings call insights:

"Make every detail perfect and limit the number of details to perfect." Not easy to do, but very important. A quote by Jack Dorsey.

I’m building EcoMoat solo, brick by brick. Today I shipped the “generate-or-skip” system: an update with impact on scale and quality. Learn about my journey - financial data, earnings, and AI - helping me learn fast and apply what I know at scale. ecomoat.ai/articles/scali…

Many said AI would kill Google Search, but Google’s moat is deepening in the age of AI. It isn’t reacting to AI. It’s leading it. - Search traffic is up - Ads are still booming - Now Meta & Apple are knocking I wrote some of my thoughts on $GOOG and AI. shmil.me/goog-ai

$NFLX’s acquisition of $WBD isn’t just a content play, it’s a moat play. Owning iconic IP, top-tier studios, and global distribution creates a durable edge. This is bigger than streaming. In the AI age, owning the right IPs may matter more than ever... $AAPL $DIS $PSKY

Saw a few analysts teasing AirJoule and it sent me down the rabbit hole on AWG. Cool tech. Real need. Much harder investing story. I wrote about this, and the gap between innovative tech and durable business. You can read my conclusion here: shmil.me/awg

Who said this in Q4 2025? Guess the exec and the company. Guess here. Verify on EcoMoat. Clues: $CRM, $NOW, $META, $WDAY, or $ORCL