The Wide Moat Show Live Now!
The AI boom continues apace…
Make Homebuilders Great Again
Even though I've been skeptical of the homebuilders in general, there is one name that I like and have even…
Bigger Is (Usually) Better
Scale can be an incredible advantage. It just depends on who's managing the assets.
The AI Trap Is Set. Will You Fall for It?
You'll want to be cautious about which AI investments you throw money after, now more than ever.
Why the Fed’s ‘Soft Landing’ Could Become a Crash Landing
The Fed's recent rate cut may not be the cause for celebration the market thinks.
The Next Energy Juggernaut Isn’t Who You Think
Six months ago, I called attention to a quiet revolution in the energy markets. Did the fundamentals follow the hype,…
Don’t Fall for These Yield Traps
Some dividend yields are usually too good to be true...
The Wide Moat Show Live Now!
Warren Buffett famously said to never bet against America.
A $13 Billion IPO Shows the Data-Center Trend Isn’t Slowing
I've been following the data-center space for more than a decade. And something is coming up...
I Once Built Shopping Centers, Now I Invest in Them
Commercial real estate can be a profitable category... if you play it right.