The Wide Moat Show

today. 🔥 What You’ll Learn in This Episode: In this episode of The Wide Moat Show, Brad Thomas and Nicholas Ward break down 4 deeply discounted REITs that could offer major upside in today’s volatile market. With rising uncertainty around interest rates, inflation, and the broader stock market, Brad highlights two overlooked real estate sectors he believes are trading at compelling values: single family rental REITs and cold storage REITs. The discussion covers Invitation Homes (INVH) and American Homes 4 Rent (AMH), two of the largest single family rental REITs in the U.S., and why political pressure, housing legislation, and rising mortgage rates may be creating a rare buying opportunity for long-term investors. Brad and Nick also examine Americold Realty Trust (COLD) and Lineage (LINE), two major players in the cold storage REIT space, as oversupply, slowing growth, and valuation compression weigh on the sector. Along the way, they discuss REIT valuation, dividend safety, AFFO multiples, payout ratios, and the difference between a true value stock and a value trap. If you’re looking for high dividend stocks, undervalued REITs, or income-focused investments with long-term potential, this episode is packed with insight. 00:00 Introduction and today’s niche REIT focus 00:01 Why market volatility is creating new REIT opportunities 00:03 Single family rental REITs: Invitation Homes and AMH 00:04 Why single family rental REITs look undervalued 00:06 Political risks and the Road to Housing Act 00:11 Invitation Homes deep dive: growth, valuation, and dividend 00:17 American Homes 4 Rent deep dive: AFFO, occupancy, and upside 00:20 Cold storage REITs explained: why the sector cooled off 00:24 Americold and Lineage: yields, valuation, and recovery potential 00:30 Final takeaways on value, dividends, and REIT upside #REITs, #DividendStocks, #ValueInvesting, #RealEstateInvesting, #PassiveIncome, #IncomeInvesting, #StockMarket, #Investing, #INVH, #AMH, #COLD, #LINE, #WideMoatShow, #FinancialFreedom, #HighYield

today. Brad Thomas and Nicholas Ward break down a high yield dividend investing strategy built for investors who want reliable passive income without blindly chasing risky yields. In this episode of The Wide Moat Show, Nick shares how he is gradually shifting part of his personal portfolio toward high yield ETFs, closed-end funds, covered call funds, infrastructure funds, preferred securities, and international dividend funds as he prepares for retirement. Broadcasting from Ripley’s Aquarium in Myrtle Beach, South Carolina, Brad and Nick discuss how to build a diversified income portfolio designed to produce safe monthly and quarterly income, while still protecting long-term capital. They cover the tradeoffs of covered call strategies, the importance of NAV growth, why yield safety matters more than yield size, and how investors can think about transitioning from growth stocks to income investments over time. This episode includes discussion of funds and strategies tied to dividend growth investing, retirement income planning, passive income, utilities, infrastructure, REITs, preferred shares, BDCs, international diversification, and covered call ETFs. Nick also walks through the logic behind allocating a portion of a portfolio to higher yielding assets while avoiding the trap of owning funds that slowly erode in value. If you are looking for ideas on retirement investing, living off dividends, high yield portfolio construction, income investing, dividend ETFs, closed-end funds, and safe passive income strategies, this episode is packed with practical insight. Subscribe to The Wide Moat Show for more videos on dividend investing, REITs, retirement income, passive income, high yield stocks, market analysis, and long-term wealth building. 00:00 High yield investing strategy explained (don’t chase yield) 01:59 Transitioning from growth stocks to retirement income 04:29 DIVO breakdown: dividend + covered call income strategy 08:00 Covered calls, return of capital, and capped upside risks 11:59 SCHD: the dividend growth “anchor” in the portfolio 13:30 International exposure: IDVO and global dividend strategy 16:32 VYMI and why international stocks may outperform 17:32 Infrastructure investing: UTF and hard asset exposure 21:01 Utilities & data centers: UTG and AI-driven demand 27:00 Covered call ETFs, BDC risks, preferreds, and portfolio construction #dividendinvesting, #passiveincome, #highyield, #retirementplanning, #dividendstocks, #coveredcall, #incomeinvesting, #etfinvesting, #stockmarket, #financialfreedom, #dividendgrowth, #reitinvesting, #infrastructureinvesting, #portfolioincome, #yieldstrategy

What should you do with your tax refund in 2026? In this special Tax Refund Edition of The Wide Moat Show, Brad Thomas and Nick Ward break down several high-conviction stock ideas for investors looking to put their refund to work and build long-term wealth. In this episode, Brad and Nick discuss whether now is a smart time to invest your tax refund, how dividend growth investing can help make your money grow, and which wide-moat stocks stand out in today’s market. Featured picks include H&R Block (HRB), Goldman Sachs (GS), Moody’s (MCO), Meta Platforms (META), Ryman Hospitality Properties (RHP), and General American Investors (GAM). 👉 For safe, high-yield investing insights and SWAN-focused dividend research, visit https://widemoatdaily.com today. 🔥 What You’ll Learn in This Episode: They cover topics like dividend yield, valuation, PEG ratio, free cash flow, AI investing, financial stocks, REITs, hospitality stocks, closed-end funds, and how to think about buying quality companies during market pullbacks. Brad also shares insights on wide moat investing, fair value, and margin of safety, while Nick explains why he’s watching certain dividend growth stocks and market dips in 2026. Whether you’re looking for the best stocks to buy with a tax refund, researching dividend stocks for passive income, or learning how to reinvest extra cash into the market, this episode is packed with actionable investing ideas. Topics covered in this episode: Tax refund investing ideas Best dividend stocks for 2026 H&R Block stock analysis Goldman Sachs stock outlook Moody’s stock review Meta Platforms stock analysis Ryman Hospitality REIT breakdown General American Investors fund overview Wide moat stocks and dividend growth investing How to invest extra cash in the stock market Subscribe to The Wide Moat Show for more stock market analysis, dividend investing ideas, REIT coverage, passive income strategies, and long-term wealth-building insights. 00:00 Intro: What to Do With Your Tax Refund 00:00:34 Welcome to The Wide Moat Show Tax Refund Edition 00:02:13 Tax Refund Investing Disclaimer 00:04:02 Brad’s Pick: H&R Block (HRB) 00:09:37 Nick’s First Ideas: Charitable Giving + Goldman Sachs (GS) 00:16:26 Brad’s Second Pick: Moody’s (MCO) 00:21:56 Nick’s Tech Pick: Meta Platforms (META) 00:26:27 Brad’s Final Pick: Ryman Hospitality Properties (RHP) 00:35:10 Nick’s Final Pick: General American Investors (GAM) 00:41:31 Final Thoughts and Tax Refund Investing Wrap-Up #TheWideMoatShow, #TaxRefundInvesting, #DividendStocks, #DividendGrowth, #PassiveIncome, #StockMarket, #ValueInvesting, #WideMoat, #REITInvesting, #FinancialStocks, #MetaStock, #GoldmanSachs, #HRBlock, #Moodys, #RymanHospitality, #ClosedEndFunds, #LongTermInvesting, #InvestingTips, #WealthBuilding, #IncomeInvesting

today. 🔥 What You’ll Learn in This Episode: In this episode of The Wide Moat Show, Brad Thomas and Nick Ward continue their March Madness stock bracket, narrowing their top investing ideas from the Elite Eight down to the Final Four and championship matchup. Using a tournament-style format, Brad and Nick debate some of the most talked-about companies in the market today — including Blackstone (BX), Nvidia (NVDA), BlackRock (BLK), PepsiCo (PEP), VICI Properties (VICI), York Water (YORW), and Xylem (XYL) — breaking down valuation, dividend yield, growth potential, and long-term competitive advantages. Along the way, they discuss major market themes impacting investors right now, including AI spending and Nvidia’s dominance in GPUs, private credit concerns, dividend investing strategies, REIT opportunities in Las Vegas real estate, and the role of wide-moat companies in building long-term wealth. The episode culminates in a final championship matchup between Blackstone vs. Nvidia, as the hosts debate whether investors should prioritize high-growth tech stocks powered by AI or beaten-down alternative asset managers with strong dividend income and valuation upside. If you’re looking for long-term stock ideas, dividend growth investments, REIT opportunities, and wide moat businesses built to compound wealth, this episode delivers a fun and insightful breakdown. Topics covered include: • March Madness style stock bracket investing • Nvidia vs Blackstone – growth vs value • Dividend investing and REIT analysis • AI infrastructure spending and tech growth • Asset managers like BlackRock and Blackstone • Defensive dividend stocks like PepsiCo • Water infrastructure and utilities like Xylem and York Water • Long-term wide moat investing strategies 📊 Drop your pick in the comments: Who wins the bracket — Nvidia or Blackstone? 00:00 Intro – March Madness Stock Bracket (Elite Eight) 00:46 Format Explained: Narrowing 8 Stocks to a Champion 02:32 REIT Matchup: VICI Properties vs York Water 06:15 Why VICI Properties Advances to the Final Four 09:03 Asset Managers Showdown: Blackstone vs Ares Capital 11:02 Blackstone Advances – Dividend Yield & Valuation Case 13:12 Tech vs Industrials: Nvidia vs Xylem 17:54 Consumer Staples vs Financials: PepsiCo vs BlackRock 22:53 Final Four Results: Nvidia vs BlackRock 23:47 Championship Debate: Blackstone vs Nvidia #investing, #stockmarket, #stocks, #dividendinvesting, #valueinvesting, #growthstocks, #widemoat, #widemoatinvesting, #stockanalysis, #marchmadnessstocks, #stockpicks, #financialeducation, #nvda, #blackstone, #blackrock, #pepsico, #vici, #reitinvesting, #airevolution, #longterminvesting

today. 🔥 What You’ll Learn in This Episode: Welcome back to The Wide Moat Show with Brad Thomas and co-host Nicholas Ward—and today we’re kicking off a special March Madness “Bracketology” episode built for dividend and value investors. Instead of teams, we’re running a Sweet 16 of high-quality stocks—two picks per sector—then advancing “winners” into an Elite Eight based on valuation, dividend yield, durability, and total return potential. Brad and Nick keep it lightning-round style, but still explain why each name makes the cut and what could drive upside over the next 12 months. They wrap with a call for comments: which companies deserve deeper dives, whether to finish the tournament (Final Four + “championship”), and an upcoming Wide Moat NCAA bracket challenge. 00:00 Intro: March Madness Bracketology for stocks (Sweet 16 → Elite Eight) 02:07 Format explained: 8 sectors, 16 “buy” stocks, pick sector winners 03:34 REIT matchup: Realty Income (O) vs VICI Properties (VICI) — valuation + yield case 06:09 Industrials matchup: Otis (OTIS) vs Xylem (XYL) — recurring revenue + water infrastructure 10:07 Utilities matchup: NextEra Energy (NEE) vs York Water (YORW) — dividend history + margin of safety 14:10 Tech matchup: Nvidia (NVDA) vs Microsoft (MSFT) — growth, valuation, PEG discussion 18:05 Asset managers: Blackstone (BX) vs Brookfield (BN) — “tollbooth” vs real assets 21:50 Consumer staples: PepsiCo (PEP) vs Kroger (KR) — staples valuation + dividend take 26:58 BDCs / private credit: Ares Capital (ARCC) vs OBDC — yield, rate risk, dividend-cut warning 31:25 Financials: BlackRock (BLK) vs S&P Global (SPGI) + wrap (finish the tournament, bracket challenge) #WideMoatShow, #DividendStocks, #ValueInvesting, #StockMarket, #Investing, #DividendInvesting, #REITs, #TechStocks, #Nvidia, #Microsoft, #BlackRock, #Blackstone, #PepsiCo, #Kroger, #AresCapital, #VICIProperties, #RealtyIncome, #Xylem, #NextEraEnergy, #YorkWater, #MarchMadnessStocks, #StockAnalysis, #PassiveIncome, #LongTermInvesting, #FinancialEducation

today. 🔥 What You’ll Learn in This Episode: In this episode of "The Wide Moat Show", Brad Thomas and Nicholas Ward break down the ongoing “SaaS-pocalypse” and the sharp selloff across cloud software stocks. With AI disruption fears dominating headlines, the duo dives deep into the future of Software-as-a-Service (SaaS), analyzing whether today’s beaten-down tech stocks represent generational buying opportunities or value traps. Brad and Nick explore whether these “fallen angel” SaaS stocks offer asymmetric upside potential, discussing earnings growth forecasts, free cash flow projections, AI integration strategies, and competitive moats. They also debate whether investors should lean into discounted high-growth tech or rotate toward safer mega-cap technology names. 🎯 Who This Episode Is For: * SaaS investing * Cloud computing stocks * AI disruption in enterprise software * CRM and marketing automation platforms * High-growth tech valuations * Dividend growth in tech * Software stock analysis * Wide moat investing strategies Enjoy this episode? Give us a like and comment with your favorite SaaS-pocalypse buys! Subscribe to The Wide Moat Show for weekly deep dives into dividend stocks, value investing, REITs, tech opportunities, and high-quality companies trading below intrinsic value. 00:00:00 Introduction & Market Carnage in Software 00:01:19 From Rolodex to SaaS – The Evolution of Business Software 00:03:04 What Is SaaS? Business Model, Margins & Moats 00:04:16 AI Fears & The “SaaS-pocalypse” Selloff 00:06:09 Salesforce Deep Dive – CRM, Moat & Valuation 00:12:21 HubSpot Analysis – SMB Focus & Growth Outlook 00:22:25 ServiceNow Breakdown – Enterprise Automation & AI 00:28:24 Constellation Software – Vertical Market Strategy 00:34:34 Technology Disruption Risks & AI Uncertainty 00:37:02 Final Thoughts & Next Week Preview #WideMoatShow, #SaaSStocks, #SoftwareStocks, #AIInvesting, #Salesforce, #HubSpot, #ServiceNow, #ConstellationSoftware, #TechStocks, #StockMarket, #GrowthStocks, #ValueInvesting, #DividendGrowth, #CRM, #CloudComputing, #ArtificialIntelligence, #FallingAngels, #StockAnalysis, #InvestingPodcast, #LongTermInvesting