Banking the Builders
Risk in homebuilding created an investment opportunity.
The Wide Moat Show Live Now!
Having a wide moat means the ability to fend off competition.
A Letter to My Children: How to Build a Life That Compounds
There are eight lessons I want my children to know... and they can help in an investor's career as well.
The Making of a Monopoly-Minded Business
Three things make a company run like it is ruling its market...
The Hidden Transformation in REITs
There's a big trend reshaping real estate investing right now.
The $17 Billion Word: ‘AI’
Today's AI-driven sell-offs are creating opportunities for disciplined investors...
What Matters (and Doesn’t) About the Iran War
I won't tell you how to think about what's going on with the Iran war. Instead, I'll tell you what…
Warren Buffett and the Real Estate Paradox
Warren Buffett doesn't dislike real estate. He's simply careful about what real estate he chooses.
The Wide Moat Show Live Now!
Real estate investment trusts ("REITs") are having a moment.
I’m Repainting My Portfolio Sherwin-Williams Green
Sherwin-Williams is still as trusted as ever.