If You Come at the King…
For value-oriented investors, Blackstone deserves to be on your radar.
The Wide Moat Show Live Now!
As I wrote earlier this week, it’s easy to make your investments more complicated than they need to be.
Two Iconic Trophies on Sale
Most successful companies have at least one defining asset that drives revenue and shapes its identity.
Two Stocks Worth “KISSing”
it's the simple, deceptively boring, quiet compounders that create real wealth over the long run.
Do You Know What Railroads and Data Centers Have in Common?
It's easy to look at the rise of AI as one giant profit opportunity. But investment is never that simple.
This Depression-Era Math Is Working for Us Today
High-quality bonds are mispriced today and poised to benefit as interest rates fall.
The Market’s New AI Mantra: Show Me the Money
Who is actually making money from AI… And who could potentially be put out of business?
Elon Musk Boldly Goes
Musk sees hurdles for building new AI computing capacity here on Earth. So, he's looking to space.
The Wide Moat Show Live Now!
This week’s episode should be a crowd-pleaser. That’s because Nick and I are looking at some high-yielding stocks that should…
What the Fed’s Warsh Era May Mean…
Kevin Warsh is an interesting (perhaps even surprising) nomination for Fed chair.