Trump's Biggest Deal Yet?In this week's Wide Moat Daily, Brad balanced caution with opportunity. Why a hot data-center startup is crashing, why Netflix's bid for Warner Bros. could shake up Hollywood real estate, and the unusual story of how lumber, of all things, returned 450%. All of it was on offer this week. But if you read nothing else, be sure to check out Saturday's edition. There, Brad details one of the most surprising deals to ever come out of Trump world. It involves the president's media company... and a technology company with a moonshot mission. This Is Why I Don't Recommend Startups Fermi (FRMI) is one of the hottest new IPOs of 2025. Or, at least, it was. On Monday, Brad shows why this data-center startup is down 67% on the year, what it could take to turn things around, and why FRMI serves as a cautionary tale.
A Netflix REIT? Netflix is in the process of buying the majority of Warner Bros. Discovery. If successful, it would be among the biggest media acquisitions in history. It would also shake up the media ecosystem... and have a far-reaching impact on the Hollywood real estate market.
When Trees Delivered 450% Timber REITs are not exciting. Like the trees in their portfolio, they tend to grow slowly but surely. But every once in a while, lumber becomes a hot trade. On Wednesday, Brad shares the unusual story of how plain-old trees delivered incredible returns... and shows why the timber REITs could soon make a move higher.
The Wide Moat Show: 2025 Returns in Review With the year almost out, Brad and Nick devoted this week's episode to unpacking their recommendations from 2025. They'll cover the winners, but also share which ideas fell short.
Trump's Gift to the Cannabis Sector For cannabis investors, Christmas might have come early. This week, President Trump signed an executive order reclassifying marijuana as a Schedule III drug. This should have a huge impact on cannabis business' ability to operate. But, before you invest in the cannabis business, our editor offers a word of caution.
The Most Important Financial Metric You've Never Heard of With the market's recent volatility and new warnings of a looming recession from the mainstream press, many investors are on edge. But, on Friday, our own Stephen Hester provides a new perspectives. He shares an indicator which presents an unfiltered view of the market's health. He's what it's saying now. DJT: Show Me the Money Donald Trump has made plenty of deals over the years, but this one might take the cake. On Saturday, Brad shares the details on the recent merger between Trump Media and Technology (DJT) and a small technology company aiming for energy dominance. As Brad puts it, this one came out of left field.
Regards, The Wide Moat Research Team | 
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