Rory Gibson

Rory Gibson

About the Substack

Stress-testing the moats of the stocks Wall Street can't agree on.
No fluff, no paywall, no BS.
Just a nerdy Buffett-head, building this into a full-time job — one battleground business at a time.

Free Subscription Benefits

• Weekly searches for the world's most sustainable businesses and stress tests of famous moats

Paid Subcription Benefits

• Subscriber-only posts: including scuttlebutt deep dives into your portfolio holdings
• Join our community of disciplined value investors: helping each other stress-test the moats in their portfolio
• Speak to me directly and ask me to cover a business you're losing sleep over

About Durable Moat Investing

Stress-tester of the moats of the stocks Wall Street can't agree on. No fluff, no paywall, no BS. Just a nerdy Buffett-head, building this into a full-time job — one battleground business at a time.