On Board Games and Beating the MarketDear Louis, This week, in The Wide Moat Daily, Brad and the team take a step back from prediction and focuses on positioning. They touch on resisting the urge to time the market, understanding which technologies actually threaten industry leaders, and recognizing the difference between trading and investing. It all encompasses how real investors think when uncertainty rises. And on Thursday, Brad shares his lecture at Penn State, where he explains how the game of Monopoly is more like real-life investing than you may think. Catch up on everything we covered this week below.
Take the Direct Flight As a keynote speaker at an AAII event, Brad could tell he was in a room full of market timers... and they needed a reminder of the fundamentals. On Monday, Brad shares a simple analogy to show why long-term, steady investing beats chasing excitement. No, Starlink Won't Kill Cell Towers People speculate that Starlink could one day pull cell carriers out of business. But as Brad shows, that won't happen anytime soon. Even better, cell-tower REITs make money even when their "tenants" lose it from outages like the one we saw last week. Better still, they pay you dividends while they do.
Intelligent Investing at Penn State University How do you know when a stock is a trade and when it's an investment? That's a question Brad got at a recent lecture at Penn State. And as he explains, the answer is simple: whether you're chasing a quick win or building real wealth. The Wide Moat Show: Venezuela Oil, Greenland Minerals & Energy Stocks Set to Soar This week, Brad and Nick welcome a special guest – Stephen Hester, chief analyst with Intelligent Options Advisor and High-Yield Advisor from Wide Moat Research. And on Thursday, they ask him what the events in Venezuela mean for the oil majors, what pitfalls there still are, and which companies could be surprising winners as the dust settles. My Lecture at Penn State Monopoly is very much an investor's game. You can't control everything, it's true; but you can make (or lose) a lot of money with the choices you do have. And as Brad explains, while just a game, it teaches us something important – properties that produce superior returns and see consistent "demand" are among the best you can own.
Prepare. Don't Predict. Every economic cycle eventually ends. And when it does, how you've positioned your portfolio makes all the difference. And as Stephen Hester points out, that means we need to prepare… not predict. After all, it's better to have a plan and not need it than vice versa. This Common Bias Could Be Hurting Your Returns The biggest mistakes on Wall Street often come from fear – fear of losing money or making the wrong move. According to Dr. David "Doc" Eifrig, a few simple safeguards can help investors control their emotions. And Doc shares three secrets to help investors stop "gambling" with their portfolios...
Regards, The Wide Moat Research Team | 
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