piercingiewinsight for sharp investors

S&P 1500 in scope · 2026Q2

AI is everywhere. Moats are not.

The Watch List is who is worth a closer look. The map shows that company in its industry.

The short list

Watch List

These are the names worth a closer look. Choose one to see it among the other companies in its industry. The score is on the company page, once you want the detail.

The customer is buying the intelligence

The model sits in the offer. That is part of how they keep the customer.

They are selling the intelligence to other operators

The moat extends sideways, into other companies in the same business.

The lead is already won. The question is the next layer.

The franchise is in place. What matters is whether intelligence is how they stay ahead.

Open the full list

Scored

Who we have scored

Highest score first, out of 15. Choose an industry, or a company, and the map opens there.

The map

In the industry

The path above the picture is where you are. A sector shows how many we have scored. Blue on the industry picture means that group has been scored. Silver is the Watch List. An outline has not been opened yet.

Financials · 18 industries · tile size ≈ market cap

  • Looked at
  • Watch List
  • Not yet looked at

Coming soon

Nothing queued

The property and casualty peek is posted. No further names are queued on the site.

After that: Next pond is not chosen.