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THE SUCCESSION PROBLEM

Aug 28, 2026

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1 min read

THE SUCCESSION PROBLEM

A thesis we coined in May this year, as firms continue to replace junior staff with AI, cutting costs for PR headlines to improve stock prices. It goes without saying that big tech loves to follow a trend, and this is the current misplaced party line.

Moatt Capital
Moatt Capital
THE DOCKET: AUGUST

Aug 17, 2026

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1 min read

THE DOCKET: AUGUST

Hidden fees, phantom managers, and media giants at the bar: Court's in session.

Moatt Capital
Moatt Capital
THE DOCKET: JULY

Jul 20, 2026

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1 min read

THE DOCKET: JULY

Hidden fees, phantom managers, and media giants at the bar: Court's in session.

Moatt Capital
Moatt Capital
THE DOCKET: JUNE

Jun 30, 2026

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2 min read

THE DOCKET: JUNE

Memoirs, models, and media giants in the crosshairs: Court's in session

Moatt Capital
Moatt Capital
Audemars Piguet x Swatch: Luxury's AI Distress Signal

May 22, 2026

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1 min read

Audemars Piguet x Swatch: Luxury's AI Distress Signal

Moatt Capital
Moatt Capital
THE DOCKET: MAY

May 7, 2026

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2 min read

THE DOCKET: MAY

Fraud, fines, and platforms playing dirty: Court's in session.

Moatt Capital
Moatt Capital
TASTE IS THE NEW MOAT

Apr 27, 2026

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2 min read

TASTE IS THE NEW MOAT

Culture is now everything. The ability to maintain a meaningful differentiator is shrinking fast. With LLMs leveling the playing field across expertise and workflows. Finance, legal and SaaS are facing a major shift in how they operate, retain and grow their client base. For potentially the first time in history, all three industries will need to put culture front and centre—not as a marketing function, but as a core operating principle.

Moatt Capital
Moatt Capital

Connecting Culture to Capital


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