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.
The Four Principles of a Balanced Portfolio
You should keep four principles in mind when building your portfolio – because they could dramatically improve your potential gains.
‘If You Mix Raisins With Turds… They’re Still Turds’
We won't be recommending any quantum computing company any time soon.
It Appears We’re at an Impasse
I think the ultimate result of the current trade war is simply this: Trump will win.
Four High-Yield REITs for 2025
In this week’s episode of The Wide Moat Show, Nick Ward and I talk about staying in your circle of…