Why Buffett avoids “disruptive” companiesThe one pattern that destroys investing theses (and how to spot it).Adi OranNov 28, 2025∙ PaidShareYou’re chasing disruption. Buffett isn’t.Why Constant Change Kills InvestingYou found a company with great numbers.MOAT Stories is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.SubscribeLow P/E. Growing revenue. Strong cash flow.Everything looks perfect.You’re about to buy it.But then you re…Continue reading this post for free, courtesy of Adi Oran.Claim my free postOr purchase a paid subscription.