From March Madness to Oil WarsDear Louis, This week in The Wide Moat Daily, Brad and the team explore a few reminders that good investing isn't just about finding the next winner... it's also about avoiding the wrong bets. From a massive media deal that didn't happen to the start of our annual REIT "March Madness" tradition, the team looks at where discipline, patience, and valuation still matter most. And if you read nothing else, see Stephen Hester's piece on Friday where he breaks down what investors need to know about the current oil war.
Sometimes, the Best Deals You Do Are the Ones You Don't Do After months of negotiating, Netflix has bowed out of its proposal to buy Warner Bros. Discovery. Instead, Paramount Skydance will take the prize. Or, more accurately, it might take the prize. Between the regulatory scrutiny and the huge price tag, Brad can't help but feel that Netflix is the real winner here... The REIT March Madness Begins The upcoming March Madness competition kicks off on March 17. In the meantime, Brad got started on a small tradition. This is the time of year Brad likes to put together my own competition, though not of college teams... of real estate investment trusts ("REITs"). The Jetsons' Vision Is No Longer Fiction The Jetsons was way ahead of its time. Robotics, artificial intelligence, and automation are now embedded in multiple parts of everyday life. Really, it's only a matter of how to invest in the big profits they're bound to bring in.
The Wide Moat Show: 16 Cheap Stocks to Buy This week, Brad and Nick kick off a Wide Moat tradition – the March Madness-style tournament of their favorite stocks. On Thursday, they share the "Sweet 16" of investments they see in the market right now. Who advances in their bracket? And which stock deserves to be champion?
A Surprising Target in the Middle East War The latest attack on Iran is already impacting markets. But even from a strict investment-only standpoint, the ongoing attack on Iran is proving to be a sober reminder of how this world really runs... on data centers. The (Latest) Oil War Last Saturday, U.S. and Israeli forces launched an attack on Iran. As you might imagine, this is rippling through the energy markets. On Friday, Stephen Hester starts with a quick history lesson and ends with exactly what you need to know as an investor about the latest oil war. When the Market Hands You a Gift, Take It Strong earnings from Big Tech leaders haven't calmed investors' fears. AI is emerging as a major disruptor to traditional software models... triggering sharp sell-offs across the sector. And Joel Litman explains why Wall Street may be overlooking the massive AI investment cycle underway today...
Regards, The Wide Moat Research Team | 
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