Brad Thomas

United States

Editor at Wide Moat Research

Editor, Real Estate Investor at Forbes

Founder Wide Moat Research, Creator of iREIT®, Author of REITs For Dummies: https://t.co/PkB9GqCeB4

Articles

A Backdoor Way to Play the ‘Golden Dome’ | Wide Moat Research

2 weeks ago | widemoatresearch.com | Brad Thomas

We’ve all heard of Israel’s “Iron Dome” defense system. It uses radar to detect and track incoming missiles and interceptor weapons to take them out. Since its debut in 2011, Israel says it has taken out 85% to 90% of the rockets, mortars, and other high-flying threats sent their way. It’s an impressive setup.
You May Never Look at These Two Companies the Same | Wide Moat Research

2 weeks ago | widemoatresearch.com | Brad Thomas

The Wide Moat Show Live Now!Last week on The Wide Moat Show, Nick Ward and I asked viewers to give suggestions on companies they’d like to see a “deep dive” on. And you didn’t disappoint… Today, we take a close look at two companies you asked to hear more about – Apple (AAPL) and Blackstone (BX). I’m sure readers know both companies, but I think you’ll look at both in a different light after today’s episode. Be sure to catch it all right here. Regards,Brad Thomas
Coming Soon: ‘The Great American Last Frontier’ | Wide Moat Research

2 weeks ago | widemoatresearch.com | Brad Thomas

Two artificial intelligence (“AI”) stories caught my interest recently. Both demonstrate how significant this technology has become. Most investors have been captivated by the movements of AI stocks since late 2022. All of a sudden, every headline seemed to have something to do with AI. Nvidia (NVDA) became an instant idol, with every other big tech company vying for their piece of the hype.
The U.S. Gets a Downgrade | Wide Moat Research

2 weeks ago | widemoatresearch.com | Brad Thomas

Before we get to today’s issue, I wanted to alert readers to something… Tomorrow morning, two colleagues of mine, Whitney Tilson and Jeff Brown, will be hosting a special presentation. For readers that don’t know, Whitney is a former hedge fund manager and current editor of Stansberry’s Investment Advisory. And like us, Whitney has a value-centric approach to investing. As for Jeff, what I admire about him is that he, like myself, came from the industry he covers.
Own a Piece of the Great American Farming Sector | Wide Moat Research

2 weeks ago | widemoatresearch.com | Brad Thomas

With all the Trump news circulating these days, you may have missed Deere’s (DE) quarterly results. That’s understandable. Compared with renegotiating the global trading paradigm, the humble agriculture technology firm might seem “boring.”Then again, if you know anything about me, you know I consider “boring” to be beautiful – if it means reliable earnings and dividend increases over time. And for years, that’s what Deere provided. But the company might have just hit a snag.
Trump Takes the Wins | Wide Moat Research

3 weeks ago | widemoatresearch.com | Brad Thomas

Considering this week’s revelations, I can’t help but remember a famous – or infamous – Trump quote from his 2016 presidential campaign:We’re gonna win so much, you may even get tired of winning. And you’ll say, “Please, please. It’s too much winning. We can’t take it anymore, Mr. President. It’s too much.” And I’ll say, “No, it isn’t. We have to keep winning. We have to win more!”It was a ridiculous thing to say in the first place, and it remained equally absurd throughout his first term.
Don’t Fall for These Traps | Wide Moat Research

3 weeks ago | widemoatresearch.com | Brad Thomas

Great value… or value trap? The line between the two can be blurry. But landing on the right side can be the difference between a comfortable retirement… or wading through years of losses. Today, Nick Ward and I discuss value traps – how to spot them and how to avoid them. We’ll even give the names of a few stocks we recommend steering well clear of right now. Be sure to catch it all below. VIDEORegards,Brad Thomas
Let’s Talk About Trump’s Trade ‘Deal’ With China | Wide Moat Research

3 weeks ago | widemoatresearch.com | Brad Thomas

Donald J. Trump took office on January 20, 2025, not even four full months ago. But it has been quite a ride… That’s true of everything, but especially when it comes to tariffs. Trump started imposing those very quickly. On February 1, he declared 10% tariffs on China and 25% on Canada and Mexico. Two days later, he announced a 30-day pause on the latter two, but the former went into effect the very next day. China immediately responded with its own 15% fees on U.S. coal and liquified natural gas.
To Build a Wide Moat, Scale Is Essential | Wide Moat Research

3 weeks ago | widemoatresearch.com | Brad Thomas

Scale… If a business’s goal is growth, there’s arguably nothing more important. Can a company increase revenue faster than costs? Can it enter new markets and find new customers while controlling expenses? Accomplishing that feat should be the goal of any business worth its salt. And identifying the companies that can scale – and avoiding those that can’t – should be the goal of every investor. I saw this firsthand with my first job out of college, working as a retail developer.
Buffett Steps Down – What’s Next? | Wide Moat Research

1 month ago | widemoatresearch.com | Brad Thomas

Dear Readers,It’s the end of an era…The man, the myth, the Oracle of Omaha is stepping down at the end of the year. In today’s episode of The Wide Moat Show, Nick Ward and I discuss what Berkshire looks like after Buffett. We consider what – if any – changes may be coming, if Berkshire could ever pay a dividend, and recount some of the legendary Buffett investments over the years. Be sure to catch it all below. Regards,Brad Thomas