The once-dominant 'Magnificent 7' stocks — Apple, Amazon, Microsoft, Alphabet, Meta, Tesla, and Nvidia — have seen sharp pullbacks recently. Is this a temporary correction, or the start of long-te... Read more

The once-dominant 'Magnificent 7' stocks — Apple, Amazon, Microsoft, Alphabet, Meta, Tesla, and Nvidia — have seen sharp pullbacks recently. Is this a temporary correction, or the start of long-term underperformance? Our March 2025 newsletter took a closer look at their fundamentals and valuation. Show less

For many in our community — and even seasoned investors — the biggest mistake is **chasing hype and ignoring fundamentals**. One investor shared how they bought into a high-flying tech stock in 2... Read more

For many in our community — and even seasoned investors — the biggest mistake is **chasing hype and ignoring fundamentals**. One investor shared how they bought into a high-flying tech stock in 2021 because 'everyone was talking about it.' It had no earnings, massive customer growth, and media buzz. But within a year, the stock crashed 70%. Why? The company never had a sustainable business model — and its valuation was built on dreams, not profits. Another admitted that they sold a quality stock like Microsoft too early after a small gain, only to watch it double over the next two years. The lesson? **Impatience is expensive.** Long-term winners need time to compound. The most common pattern? Emotional decisions. Buying out of FOMO. Selling out of fear. Not having a plan. At Track N Grow, we believe the antidote is simple: **Buy quality businesses with strong fundamentals at fair prices. Then hold.** Let compounding do its job. You’re not alone if you’ve made mistakes. That’s part of the journey. What matters is learning from them — and investing smarter going forward. Show less

A company’s **economic moat** is its long-term competitive advantage — the thing that protects it from rivals and allows it to earn outsized profits for years, sometimes decades. In 2025, some of... Read more

A company’s **economic moat** is its long-term competitive advantage — the thing that protects it from rivals and allows it to earn outsized profits for years, sometimes decades. In 2025, some of the strongest moats remain with the usual suspects: • 🧠 **Apple (AAPL)** – A textbook example of a brand moat. Its ecosystem, customer loyalty, and pricing power are unmatched in consumer tech. • 🔍 **Google (GOOGL)** – A data and scale moat. Its dominance in search and advertising is reinforced by enormous infrastructure and habit. • 👟 **Nike (NKE)** – A brand and distribution moat. It’s deeply embedded in sports culture, youth, and fashion, with global reach. • 🏦 **JPMorgan Chase (JPM)** – A scale moat in banking. Its reputation, size, and institutional relationships make it incredibly hard to compete with. Then there are companies with **narrow moats** — they have an advantage, but it’s not unassailable: • 💸 **PayPal (PYPL)** – A recognizable brand and wide user base, but growing competition from Apple Pay, Square, and others is eroding its edge. And finally, many businesses have **no real moat at all**: • 🍗 **Tyson Foods (TSN)** – Commodity-like products, little brand differentiation, and price-sensitive customers make it vulnerable to margin pressure and competition. In Buffett’s words: *“Time is the friend of the wonderful company, the enemy of the mediocre.”* Moats help you tell them apart. 👉 Want to learn how to evaluate moats like a pro? Explore our full guide on understanding economic moats. Show less