MOAT
VanEck Morningstar Wide Moat ETF
stock BATS ETF

I think the difference in PE is 20% China / 80% MOAT VS LESS MOAT, Meta has ROOM THE KEEP GROWInG

No MOAT at all, no pricing power, no crazy catalyst, and nothing that will make them goes aaaaah brrrr stock goes STONK in the future, just a brand with a famous logo that joins under armour for being too diversify, life goes on. Not happy buffett is. Mbappe left also !

Nike is the most iconic brand on earth and you think it will go to zero?! THE SWOOSH IS THE MOAT

so can any of their competitors, Does Nu have a MOAT? that's the only question that matters, other than being "New", what does it offer that any other bank doesn't or soon will.
also look at their NPL, non-performing loans, are rising because they have been loaning to deadbeats, sorry I mean the public. :) If yields keep rising in US, that means stronger dollar and weaker REAL in Brazil, If US gets a slow down, Brazil 85% of NU customers, get a recession. Defaults will skyrocket, be careful with NU

Yeah It could be. It is too early to tell honestly. This is going to be a race between OpenAI, Anthropic, Google and Meta. Everything Muse is doing can be introduced or already done by others right? There is no MOAT. Like Meta would fall 5% when Google introduces Gemini 4

> Yes we will see if they have a MOAT soon
How would they be able to create a moat with this? Also why is moat capitilized?

Yes we will see if they have a MOAT soon, but even in the payment processing business there is competition but the business is so lucrative that it is not an issue for its viability.
META also is very well positioned in Europe and other places with Whatsapp for business which is growing a lot and Muse will be a huge incentive for small businesses to join their platform

What’s their MOAT or USP?
None of