The Wide Moat Show Live Now!
This week, Nick and I kick off a Wide Moat tradition – the March Madness-style tournament of our favorite stocks.
The Jetsons’ Vision Is No Longer Fiction
Brad has been researching robotics lately...
The REIT March Madness Begins
This is the time of year, Brad likes to put together my own competition of REITs.
Sometimes, the Best Deals You Do Are the Ones You Don’t Do
I can't help but feel that what Paramount recently bought was really a headache.
The Most Important Word in Commodity Investing
Investors who focus on what must happen – not on what's fashionable – are positioned for the biggest gains
The Monkey Trap
Most investors think they are clever hunters. In reality, they could just be falling for the bait.
Trump’s Power Play
The impact of new energy laws on data-center REITs could be meaningful.
The Wide Moat Show Live Now!
The latest AI models from OpenAI and Anthropic have the potential to disrupt the enterprise software industry.
Doubling Down on ‘Win City’
VICI and Caesars are still quality companies with a tantalizingly cheap price tag.
A(I)nxiety
If you're looking for gems among the rubble, here are two names I'm keeping an eye on.