On REITs and Rare Earths The competition for rare earths, how to find double-digit yield responsibly, and why Brad is still betting on Las Vegas – all that was on offer this week in The Wide Moat Daily. If you missed any insights from Brad and the team, catch up below. And we'd also like to notify readers about a special event taking place on Wednesday. After two decades managing hundreds of millions for Wall Street legends like Steve Cohen, Leon Cooperman, and David Einhorn, Gabe Marshank is stepping forward to reveal how he finds the kind of stocks that can soar 5x... 10x... 25x or more. He's putting his ideas to the ultimate test in a live, unscripted "Shark Tank" style showdown with some of the most respected investors in our industry. The event is completely free to attend. And when you tune in, Gabe will also share his new favorite idea – a breakthrough play in quantum computing. Get all the details for yourself right here.
Trick or Treat, My Favorite REITs Every year around Halloween, Brad publishes an article where he shares his favorite names in the real estate investment trust ("REIT") sector. And this year, there's plenty on offer. As Brad shows, REITs have been ignored by most investors, and that's brought high-quality names down to practically bargain levels. How to Responsibly Find Double-Digit Yield As Brad often says, if a dividend yield looks too good to be true... it probably is. But one of the few exceptions to that rule is business development companies ("BDCs"). As Brad shows, quality names in this space can provide consistent, reliable double-digit yield.
A Bet on Las Vegas Coming out of the COVID years, Las Vegas visits soared as pent-up demand was finally unleashed. But in 2025, visits to Vegas have declined. But, as Brad shared on Wednesday, he's not worried about one down year. Here's why he's still betting on "Win City."
The Wide Moat Show: Blue Chip Stocks to Make You Rich For this week's episode of The Wide Moat Show, Nick Ward takes the reins to show what's in his personal portfolio. He reveals what he's buying, what he's selling, and what he plans to hold on to for years to come. The Rare Earths Moment China has a stranglehold on rare earths, essential minerals used to manufacture technology we depend on every day. The United States and the Trump administration plan to do something about that. Will they succeed? And what does it mean for investors? Brad gives his take on Thursday. The Meme Traders Strike Again On Friday, Nick Ward takes a look at Beyond Meat (BYND). The company – which has never turned a profit – is up 1,000% in just a few trading days. The meme traders, Nick says, are at it again.
How I Helped Buy The New York Mets' Outfield On Saturday, we hear from Gabe Marshank. Before joining our industry, Gabe would pitch investment ideas directly to Steve Cohen. And one of those ideas, Gabe explains, might have helped buy the Mets' outfield.
Regards, The Wide Moat Research Team |
Post a Comment
Post a Comment