Creator Profile
YouTube | Stock
12,400 followers
Visit creator profileReturn Since May 5, 2026
Recent Posts
June 2, 2026
The creator discusses VICI, a REIT, highlighting its past strengths like gaming exposure and CPI-linked rent escalators. Despite current challenges from higher interest rates compressing multiples, the bull case remains intact due to long-duration leases, quality tenants, and resilient experiential real estate. Key risks revolve around growth durability, slower acquisition activity, and tenant concentration.
May 28, 2026
The creator discusses American Tower (AMT) as a fallen angel, highlighting its strong business fundamentals like global tower assets and long-term contracts, which were previously valued highly. The stock's decline is attributed to macro factors such as rising interest rates and slowing carrier spending, rather than issues with the core business.
May 28, 2026
The Wide Moat Show discusses "fallen angel" stocks, which are once-market leaders that have fallen out of favor. The hosts, Brad Thomas and Nicholas Ward, aim to identify whether these companies are temporarily discounted, cyclical losers, or potential value traps. They will each present five stocks from various sectors, including REITs, big tech, consumer brands, financials, industrials, and utilities.
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
Mentioned 5/28/2026
Accenture is a high-quality IT consulting firm with a history of consistent earnings growth, now trading at a significant discount to its historical multiples.
Analysis from 5/29/2026
Mentioned 5/28/2026
Mentioned 5/28/2026
Nike is a strong sell due to an impending dividend cut, severe EPS decline, loss of market dominance, and poor management, despite its historical success.
Analysis from 5/29/2026
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