Monopoly MOAT RESEARCH DESK / 01–04

Evidence instruments for monopoly ETF research.

Four practical tools for the questions a comparison table cannot settle: what overlaps, what is truly private, which return basis is being used, and what evidence would kill the thesis.

HOLDINGSLOOK-THROUGHPERFORMANCEFALSIFICATION
01

Portfolio intersection assay

Overlap X-Ray

See how much MPLY, MOAT, and TOLL actually overlap by weight—not just by holding count—using dated issuer holdings. Open instrument
02

Ownership-chain dossier

Private Exposure Dossier

A source-led map of the public stock, SPV, private-company, and unresolved look-through facts inside MPLY, MOAT, and TOLL. Open instrument
03

Performance basis calibrator

Return-Basis Calculator

Calculate matched raw or adjusted-close market-price returns, then compare them with the same dates, currency, basis, and proxy. Open instrument
04

Falsification protocol

Thesis Kill Sheet

Turn a monopoly or moat thesis into twelve precommitted conditions marked not breached, watch, breached, or untestable. Open instrument

DESK STANDARD

Preview first. Sources visible. Download second.

  1. DatedNo “current” figure without its observation date.
  2. QualifiedUnknowns remain unknown; estimates remain estimates.
  3. ReproducibleEvery derived result shows its formula and source docket.
  4. IndependentNo issuer compensation, ranking, or recommendation.