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🔥 What You'll Learn in This Episode:
Markets are soaring on news the Iran war might be ending, but Brad Thomas and Nicholas Ward are looking past the headlines to find real opportunities across energy, defense, REITs and consumer growth stocks.
In this episode of the Wide Moat Show, Brad and Nick break down:
- Why a potential end to the Iran conflict is shaking up defense, oil and REIT stocks
- The royalty business model turning a Texas land company into an AI infrastructure play
- Why defense stocks selling off on peace news could be the buying opportunity
- The REIT of the week trading at a discount despite owning irreplaceable infrastructure
Whether you're looking for income, growth, or contrarian value plays, this episode has a little bit of everything.
00:00 Intro: Markets soar on Iran war headlines
02:30 Brad's first pick
10:38 Nick's pick
16:01 REIT of the week
25:05 Nick's pick
30:10 Brad's pick
35:32 Nick's closing thoughts: watching the broadening trade & gold
#DividendGrowth #PassiveIncome #SWANInvesting #StockMarketToday #ValueInvesting #LongTermInvesting #IranConflict #REITs #DividendStocks
