Why "Boring" Might Win in 2026Dear Louis, Starting off 2026, we are taking a look at what this year has to offer. After a strong market run, fundamentals matter more than hype. This week, Brad and the team focus on where long-term opportunities exist – from avoiding overheated IPOs, to benefitting from a boon in a certain sector of the real estate market, to finding "boring" businesses with unlikely shareholder profits. And make sure to read Friday's piece, where Stephen Hester breaks down what the Venezuela news means for energy markets and which companies are set to benefit most.
Why I (Probably) Won't Recommend IPOs This Year 2026 could go down as a blockbuster year for IPOs. But hype alone only lasts so long. And as Brad states, he likes to see a company prove itself in the public markets before we consider recommending it. REITs Are Profiting From the Silver Tsunami The "Silver Tsunami" is well underway. America's Baby Boomers are either in or entering the most medically expensive years of their lives. That should signal a boon for one corner of the real estate market. In fact, we're already seeing it... Never Bet Against Vegas The Consumer Electronics Show (CES) kicks off. A major theme this year (perhaps unsurprisingly) is AI and robotics. But on Wednesday, Brad is more interested in the city where it all takes place – Las Vegas. And there is one company in particular that he has his eye on.
The Wide Moat Show: 5 Bargain Stock for 2026 This week, Brad and Nick take stock of the final returns from the S&P 500 for 2025. Then, they look toward 2026, sharing their favorite sectors and stocks that could turn into hot trades for the new year.
There's Always Money in the Storage Units... On Thursday, Brad turns to one of the unlikeliest places for shareholder returns... storage units. They may seem "boring." But these businesses – when run the right way – can be a great place to park one's cash. For investors looking to build out their portfolio for the new year, these companies deserve some consideration.
Winners and Losers in Venezuela There are several misconceptions about Venezuela's complex history with the U.S. energy industry. And on Friday, Stephen Hester sets the record straight. After the capture of NicolΓ‘s Maduro, there will be some clear winners and losers in the energy markets. Warren Buffett Missed This Moonshot 'Miracle' Even the great Warren Buffett sat out of one of the biggest moneymakers of our generation. But according to Marc Chaikin, you could've predicted its success – and gotten in early. And on Saturday, Marc explains how you can avoid making Buffett's mistake by using one powerful tool.
Regards, The Wide Moat Research Team | 
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