Wide Moat Research

2 days ago | widemoatresearch.com | Nick Ward

That headline might seem… odd. It’ll all make sense in a minute. But first… I want to like quantum computing. I really do. Quantum computing is a new-age technology that has the potential to totally revolutionize the entire technology sector. Classical computers have always used binary code as their native language – 1s and 0s. Every classical computer system we use today – from playing video games to modeling the weather – relies on those 1s and 0s. But that may be about to change.

3 days ago | widemoatresearch.com | Brad Thomas

“If there can be no arrangement, then we are at an impasse.”That’s a line from The Princess Bride, a movie from 1987 I used to watch with my kids. But it also sums up the trade situation between the U.S. and China… On Friday, May 30, President Trump said China reneged on rolling back trade restrictions on rare earth minerals. “China, perhaps not surprisingly to some, HAS TOTALLY VIOLATED ITS AGREEMENT WITH US,” he wrote on Truth Social.

3 days ago | widemoatresearch.com | Brad Thomas

VIDEOThe Wide Moat Show Live Now!In this week’s episode of The Wide Moat Show, Nick Ward and I talk about staying in your circle of competence. And for me, that means having a closer look at real estate investment trusts (“REITs”). Today, I’ll share four more REITs with sturdy, reliable dividends trading with attractive margins of safety. Be sure to catch it all right here. Regards,Brad Thomas

5 days ago | widemoatresearch.com | Brad Thomas

“As Gen Z blows rent on Taylor Swift tickets, they say they feel ‘judged’ and blame schools for not teaching them how to budget.”So reads a Fortune headline from this morning, with the ensuing article beginning like this:It’s no secret that Gen Z likes to splash the cash. From caviar bumps in clubs, to lavish holidays and Taylor Swift tickets, the generation has been regularly called out for “doom spending” their earnings.

6 days ago | widemoatresearch.com | Brad Thomas

One out of every five businesses fails in its first year…And half don’t make it past five years. Those numbers from the U.S. Bureau of Labor Statistics show why investors should be cautious when investing in newer companies. But today, investors are pouring money into newer companies – especially as the artificial intelligence (“AI”) craze heats up. So how should you think about investing in an early-stage business? In short, you have to be very careful.