Intelligence
Deep, uniquely-Singapore research for the people building businesses here — the market, the players, the real economics, and where you win. The reports we wish existed. Produced by our AI engine, sense-checked by us.
Every sector, scored on one question: is it worth building?
We score each sector with the MOAT Score — a single number from 0 to 100, where higher means a business is more worth building. It is built on the value-investing lens of Graham, Buffett and Munger: instead of describing an industry, we judge whether a value investor would want to own the average operator in it — and if not, what a winner needs that the average lacks. The name is also how it is built — four pillars, each scored out of 25:
Does the average operator actually keep money — real net margin and return on the capital tied up?
Pricing power and a durable competitive advantage — can a typical operator raise prices and have customers shrug?
Demand durability — steady, recession-resistant repeat demand vs fragile, discretionary or faddish.
Capital intensity and structural drag — rent, churn, fashion, discounting. Scored inverted: less treadmill, more points.
Scored inverted — less treadmill, more points
Sectors ranked, best-to-build first
Click any column to re-rank. Each row opens a full Deep-Context report.
| Read | |||||||
|---|---|---|---|---|---|---|---|
| 1 | Tuition & enrichmentEducation | 70/100 | 18 | 17 | 22 | 13 | Read |
| 2 | Pilates & boutique fitnessFitness | 47/100 | 11 | 9 | 15 | 12 | Read |
| 3 | Creator / social-media agencyCreator economyprovisional | 45/100 | 13 | 8 | 13 | 11 | Read |
| 4 | Cafés & specialty coffeeF&B | 34/100 | 6 | 6 | 14 | 8 | Read |
The MOAT Score is a transparent SGAI judgement on a sector’s economic quality through a value-investing lens — not a verdict on any individual business, and not a comment on an owner-operated livelihood (a sector can score low on capital returns yet work as a job).
- #1Education
Tuition & enrichment
70/100Build with discipline
Read the reportM18O17A22T13 - #2Fitness
Pilates & boutique fitness
47/100Winner-takes-most
Read the reportM11O9A15T12 - #3Creator economyprovisional
Creator / social-media agency
45/100Winner-takes-most
Read the reportM13O8A13T11 - #4F&B
Cafés & specialty coffee
34/100Brutal
Read the reportM6O6A14T8
The MOAT Score is a transparent SGAI judgement on a sector’s economic quality through a value-investing lens — not a verdict on any individual business, and not a comment on an owner-operated livelihood (a sector can score low on capital returns yet work as a job).
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