The (Latest) Oil War
Here is exactly what you need to know as an investor about the latest oil war.
A Surprising Target in the Middle East War
The ongoing attack on Iran is proving to be a sober reminder of how this world really runs… on data…
The Wide Moat Show Live Now!
This week, Nick and I kick off a Wide Moat tradition – the March Madness-style tournament of our favorite stocks.
The Jetsons’ Vision Is No Longer Fiction
Brad has been researching robotics lately...
The REIT March Madness Begins
This is the time of year, Brad likes to put together my own competition of REITs.
Sometimes, the Best Deals You Do Are the Ones You Don’t Do
I can't help but feel that what Paramount recently bought was really a headache.
The Most Important Word in Commodity Investing
Investors who focus on what must happen – not on what's fashionable – are positioned for the biggest gains
The Monkey Trap
Most investors think they are clever hunters. In reality, they could just be falling for the bait.
Trump’s Power Play
The impact of new energy laws on data-center REITs could be meaningful.
The Wide Moat Show Live Now!
The latest AI models from OpenAI and Anthropic have the potential to disrupt the enterprise software industry.