Creator Post Archive
Wide Moat Research
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Jul 25, 2026
Buying California Land at $0.50 on the Dollar | Five Point Holdings (FPH)
Five Point Holdings (FPH) is trading at a significant discount to its tangible book value, offering investors the opportunity to acquire irreplaceable California land at half its assessed value. The creator highlights this substantial discount as a compelling reason to consider buying the stock.
Jul 23, 2026
7 More Bargain Stocks We'd Buy Right Now (Massive Discounts)
The creator discusses stocks to avoid and highlights their success in identifying a "sucker yield" pick, Kagra, which subsequently cut its dividend. They also mention avoiding technology stocks like "Fermy" and SpaceX, noting SpaceX's decline since its listing. The discussion touches on the speculative nature of SpaceX and strategies for generating income from it.
Jul 21, 2026
Why This Regional Bank Stock Is Different ($PB) #shorts
The creator highlights Prosperity Bank Shares (PB) as a standout regional bank, differentiating it from others facing industry-wide concerns like higher interest rates and deposit competition. The thesis focuses on PB's strong business model, efficient operations, and intelligent capital allocation, particularly within Texas.
Jul 17, 2026
5 Stocks I'm Thinking About Buying Today
The creator discusses five stocks, two of which he owns and is bullish on long-term, liking their recent price drops. He is also considering buying a new stock and is researching two others that have recently appeared on his radar. The first stock discussed is Alphabet (GOOGL/GOOG), which he owns and is overweight on, noting that its current price is below Berkshire Hathaway's recent investment price, despite some recent negative news regarding Gemini delays and AI talent departures.
Jul 16, 2026
Why I'd Rather Own Royal Gold Stock Than a Mining Company #shorts
The creator explains that Royal Gold (RGLD) is a royalty and streaming company, not a traditional mining company. This business model is presented as superior because it allows Royal Gold to benefit from rising gold prices without the operational risks and costs associated with mining, leading to higher returns on capital and free cash flow.
Jul 16, 2026
7 Strong Buy Stocks Hiding in Plain Sight
The Wide Moat Show highlights seven "strong buy" stocks across various sectors, emphasizing high-quality businesses with durable competitive advantages and an attractive margin of safety. The first stock discussed is Royal Gold (RGLD), a royalty and streaming company that finances mining operations, offering an asset-light model with strong historical returns and recent record-breaking financial performance.
Jul 15, 2026
Why Sky Harbour's CEO Isn't Worried About Valuation or Competition (SKYH Interview)
This interview with Sky Harbour's CFO and CEO discusses the company's evolution from a hangar developer to an aviation infrastructure platform, emphasizing its differentiated service offering. The executives express confidence in achieving their target of 50 campuses, highlighting progress and a shift in focus towards revenue-producing hangar square footage as a key metric.
Jul 14, 2026
American Homes for Rent (AMH) Stock: Is This Undervalued REIT a Buy in 2026?
The creator discusses American Homes for Rent (AMH), highlighting its unique business model of developing and owning single-family rental communities. Despite a strong balance sheet, growing dividend, and differentiated approach, the stock is considered undervalued. The increasing trend of renting due to high home prices and mortgage rates positions AMH favorably.
Jul 9, 2026
Is This One of the Most Overlooked Value Stocks of 2026?
The creator discusses Western Union, highlighting its historical significance as a telegraph company and its successful transition into the world's largest money movement network. The company's long history of adaptation is presented as a key characteristic.
Jul 9, 2026
7 Beaten-Down Blue Chip Stocks We Like Better Than AI
The Wide Moat Show discusses value picks, focusing on deeply discounted companies. This segment highlights Western Union (WU) as an interesting company that has successfully adapted from a telegraph business to a global money movement network, generating significant cash flow with low capital investment. The discussion emphasizes the company's long history of adaptation and its current position in a large global market.
Jun 23, 2026
Trying To Find The Best Anti-AI Bubble Stock
The creator discusses their portfolio's heavy overweight in AI-related stocks (63% exposure) and their desire to diversify into non-AI assets to mitigate risk, especially concerning a potential AI bubble. They analyze the S&P 500 ETF VOO, concluding that its top holdings are still heavily AI-focused and thus do not solve their diversification problem.
Jun 23, 2026
Will Starlink Destroy Cell Tower Stocks? #shorts
The creator discusses the debate around Starlink's impact on cell tower stocks, specifically mentioning American Tower. They believe Starlink and cell towers are complementary businesses and that Starlink will not replace cell towers, suggesting investors may be missing the bigger picture.
Jun 19, 2026
This Undervalued Healthcare REIT Trading at a Massive Discount #shorts
The creator discusses the importance of monthly income for retail investors, highlighting healthcare REITs that offer this feature. They specifically mention Realty Income (O) as a successful example and note that ADC and LTC also provide monthly distributions, suggesting these are good options for investors seeking consistent income.
Jun 18, 2026
TPL Stock: The Oil Company That Never Drills (But Makes Millions)
TPL operates as a unique energy company, functioning like a toll booth by collecting royalties from oil and gas production on its 900,000 Permian Basin acres without taking on drilling risks. It is expanding its revenue streams with a growing water business that capitalizes on increased drilling activity.
Jun 18, 2026
7 Bargain Stocks We Like Better Than SpaceX Right Now
The creators discuss market movements, geopolitical news regarding Iran, and the recent IPO of SpaceX. They express skepticism about the sustainability of the rally and the valuation of SpaceX, while also mentioning CBL Properties as a REIT headquartered in Chattanooga. The focus shifts to identifying long-term investment opportunities.
Jun 15, 2026
CEO Interview: Moishe Gubin on Strawberry Fields REIT, Skilled Nursing & the Valuation Discount
The CEO of Strawberry Fields REIT (STRW), Moishe Gubin, discusses the company's name origin and its position within the healthcare REIT sector. Brad Thomas highlights that STRW appears to be trading at a significant discount compared to its peers like Omega Healthcare Investors (OHI) and LTC Properties (LTC), despite similar asset types. Gubin agrees with this assessment, noting the company's valuation discount and the potential for it to decrease further with new transactions.
Jun 11, 2026
7 Wide Moat Stock Bargains Hiding in Plain Sight
The US economy shows resilience with a strong jobs report, but this complicates the Fed's rate cut plans due to persistent inflation. Despite concerns, the stock market remains strong, supported by corporate earnings and consumer spending. The upcoming SpaceX IPO is also generating significant excitement.
Jun 11, 2026
7 Wide Moat Stock Bargains We're Watching Right Now
The creator discusses the resilience of the US economy and labor market, which presents challenges for the Federal Reserve regarding interest rate cuts. Despite concerns, the stock market shows strength, with corporate earnings and consumer spending holding up. The conversation touches on the upcoming SpaceX IPO and the importance of disciplined stock picking focused on cash flow and valuation, especially as speculative companies enter major indexes.
Jun 2, 2026
Fallen Angel Stocks: Smart Value Play or Dangerous Trap?
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
Fallen Angels: 10 #Stocks That Crashed — Which Ones Bounce Back? #shorts
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
These 10 Fallen Angel Stocks Are Crashing — Here’s What We’re Buying
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.
May 21, 2026
Best REITs to Buy Now (Q1 2026 Earnings Overview by Sector)
This episode of Wide Moat Research's REIT wrap provides a Q1 earnings overview, highlighting that despite a tough few years for the REIT sector, Q1 performance shows signs of recovery and outperformance. The discussion touches on the recent underperformance of defensive sectors like REITs compared to technology, potentially creating buying opportunities.
May 7, 2026
Big Tech Earnings Breakdown + The Data Center REITs Still Worth Owning
The Wide Moat Show discusses the recent surge in Big Tech earnings and the ongoing AI race, questioning if it's too late to invest. They highlight the massive capital expenditure (capex) projections for hyperscalers like Meta, Amazon, Alphabet, and Microsoft, which are driving growth in data center REITs. The hosts also plan to cover Business Development Companies (BDCs) in a future segment.
May 5, 2026
3 Wide Moat Stocks for a SWAN Portfolio #shorts
The creator highlights three insurance broker stocks as undervalued opportunities within a "SWAN" portfolio. They recommend buying all three, dividing the allocated capital equally, as they believe the sector is currently cheap and offers significant value.
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