Moatifi

Moatifi helps you understand durable businesses through an owner-investor lens, updated for an era in which AI capabilities may continue to scale.

Browse a ranked screener of 491 companies. Every company has a reviewed research record with sourced evidence, long-run financial history, an explicit research date, and a clear decision with stated uncertainties.

UNDERSTAND THE BUSINESS
Learn what the company sells, who pays, how customers find and choose it, how distribution works, and how the company gets paid.

MOAT + AI LENS
See the business's competitive advantages, moat direction, important rivals, and what scarce assets may survive if AI scaling laws continue. The AI lens separates capability assumptions from adoption and economic outcomes.

OWNER ECONOMICS + VALUATION
Review normalized owner earnings, conservative/base/optimistic valuation cases, reverse DCF, current price, and margin of safety. Inputs, dates, warnings, and uncertainty remain visible.

MANAGEMENT + INVESTMENTS
Evaluate capital allocation, shareholder alignment, material strategic assets and investments, ownership stakes when disclosed, and recent insider activity.

INVERSION + RISK
Start with how the investment could fail. Each analysis includes causal failure paths, early-warning indicators, key risks, a bear case, monitored triggers, and what remains unknown.

COMPARE
Compare two companies side by side using the same reviewed decision, moat, management, AI, valuation, and owner-economics fields.

WATCHLIST
Save companies locally on your device. No account is required.

Moatifi provides research and educational content, not investment advice. Analyses use public information and may contain errors or become stale. Always verify important facts and make your own investment decisions.