Dear Fellow Investor,
Every Fourth of July, I reflect on what true independence means. We honor the freedoms our nation was built on — opportunity, hard work, and the belief that tomorrow can be better than today.
As an investor with more than three decades in real estate and the stock market, I’ve come to value another vital form of independence: financial independence.
It isn’t granted in a single day. It’s earned through discipline, patience, and owning exceptional businesses that compound wealth year after year.
The greatest investments rarely scream the loudest. They’re the companies with durable competitive advantages, outstanding management, strong balance sheets, and proven ability to create lasting value.
That philosophy is the foundation of everything we do at Wide Moat Research.
Become Part of the Wide Moat Family
Helping investors achieve financial independence through disciplined, long-term investing.
For today only, you can become a Wide Moat Research Member for just $99 — that’s $400 off the regular price (an 80% savings).
Every current Buy recommendation
Complete access to our model portfolios
Buy, Hold & Sell guidance
Ongoing portfolio updates and market commentary
Exclusive access to our new monthly Analyze Out Loud video series
Starting this month, analyst Nick Ward and I will take you behind the scenes. We’ll discuss what’s driving performance, highlight the greatest opportunities, review risks we’re monitoring, and — most importantly — explain the investment thesis behind every recommendation so you understand not just what we own, but why.
We’re also preparing to launch our proprietary Wide Moat software platform. As a member, you’ll get exclusive discounted pricing at launch.
Proven Long-Term Results
Our disciplined approach has delivered strong results by identifying high-quality businesses with enduring moats before the broader market fully appreciates them.
Lowe’s: +240%
Mastercard: +153%
Altria: +145%
Digital Realty: +110%
Iron Mountain: +54%
Prologis: +49%
Equinix: +42%