Mentioned 9/24/2026
Brookfield Corporation (BN) is a great investment and compounder due to its dividend growth, and its recent share price drop to $37 from $50 presents a buying opportunity.
Analysis from 9/24/2026
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Mentioned 9/24/2026
Brookfield Corporation (BN) is a great investment and compounder due to its dividend growth, and its recent share price drop to $37 from $50 presents a buying opportunity.
Analysis from 9/24/2026
Mentioned 9/24/2026
McDonald's is a defensive, real estate-focused business trading below its long-term average P/E, offering attractive yield and potential for automation-driven returns.
Analysis from 9/24/2026
Mentioned 9/24/2026
Recent Posts
September 24, 2026
The Wide Moat Show discusses six bargain stocks trading near their 52-week lows. This segment focuses on Planet Fitness (PLNT), which experienced a dip due to a slowdown in new member sign-ups during a key membership period, leading to a postponed price increase and reduced financial forecasts. The creator believes the business model is sound and is being repositioned for renewed growth.
September 18, 2026
This interview with Joey Agree, CEO of Agree Realty (ADC), discusses insider buying, the recent interest rate hike, and the growth of the net lease REIT sector. The conversation highlights Agree Realty's transformation from a small company to an S&P MidCap constituent and touches on the concept of diversification versus "worsification" in business strategy.
September 17, 2026
The Wide Moat Show hosts discuss their favorite retail stocks, revisiting a previous episode with updated insights due to evolving macro conditions. They plan to cover six stock picks, alternating between hosts, and touch upon the broader retail and macro environment. While not a pick, Nike is mentioned as a stock they are currently avoiding despite its continued decline.