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.
A Shot in the Arm for a Beleaguered Theme Park Business
Leveraging real estate assets can potentially provide a catalyst for an otherwise lagging business.
A Lesson From a Long-Term Pandemic Recovery
Investors who set themselves up for success through long-term disruptions are often rewarded.
A Message to Gen Z
Gen Z doesn't appear to be financially alright, and they're turning to a surprising place to address their precarious financial…
Cutting the Flowers to Water the Weeds
We've been talking about quitting when it's time, but thinks depend on how you quit.
The Wide Moat Show Live Now!
At Wide Moat Research, our mantra is sleep-well-at-night ("SWAN") investing.
Don’t Be Blockbuster
There are companies that probably should have quit while they were ahead...
When It’s Time to Quit
Quitting an investment can be hard, but you have to know when it's the right time to let go.
Show Me the Money (Quarterly or Semi-Annual)
President Trump wants semi-annual earnings, but what does that look like?