Escape From New York
New York City just elected a new mayor. And it may cause some problems...
The Wide Moat Show Live Now!
On offer in the REIT market today, there’s good, bad, and downright scary…
Anatomy of a Buyout
In honor of this latest success with DENN, let's cover what big businesses look for when hunting for acquisitions.
AI’s ‘Dark Fiber’ Moment?
Data center REITs may have a few good years ahead of them. But will it last?
This Life-Science REIT Is Really Cheap
After such a bruising drawdown, it looks like Alexandria Real Estate is a bargain at current prices.
OpenAI’s $1 Trillion Investment
Nvidia’s recent $100 billion investment into new data centers is just the beginning.
BlackRock’s $500 Million Lesson
BlackRock, the world's largest asset manager, was just shocked by a $500 million loss and a sobering hit to something…
Is AI Already Killing Jobs?
We may be in a recession... is a jobs-specific way.
The Wide Moat Show Live Now!
It’s almost Halloween. And for years, I’ve had something of a tradition of profiling my favorite REITs in a segment…
Brookfield Asset Management Looks to Go Nuclear
I zeroed in on this week's big news from Cameco (CCJ) and global alternative asset manager Brookfield Asset Management (BAM).