The Great American Value Creation Company
More boots-on-the-ground research in Las Vegas could lead to some great investment opportunities.
Buyers Should Always Beware
Diving into research on a company can help you with your investments.
Cash Is King Again
The "cash is king" rule rarely lets us down… And there is one business that holds this motto highly.
The Credit Crisis Has Already Begun…
The next credit crisis is finally underway.
What Bill Ackman Told Me Last Week
Today, I’m excited to announce our first special edition of The Wide Moat Show.
The Hidden Race in Artificial Intelligence
What are the key companies involved in the artificial-intelligence ("AI") revolution?
There’s Still Gold Out West
Southern California is in the news... for all the wrong reasons.
It Pays to Have Skin in the Game
It matters whom you get into bed with.
The Data-Center Boom Shows No Sign of Slowing
In recent weeks, I've documented several high-profile investments in the U.S.
My Meeting With Bill Ackman
Sometimes I feel like I'm the modern-day Charlie Bucket, the kid from Willy Wonka.