Don't Break Buffett's Classic Rule This week in The Wide Moat Daily, Brad takes a look at a vibe shift that came for this year's Super Bowl, what happens when you break Warren Buffett's classic rule of investing, and how McDonald's golden arches are shining in Latin America. Read on to catch up on this week's insights from Brad and the team. This Year’s Super Bowl Commercials Create Interesting Investment Chatter We’ve seen plenty of political and societal pushes during past Super Bowls. But this year, the energy seemed to shift. And as Brad points out, this – alongside President Donald Trump's attempt to cut "wokeism" out of the American government – are changing the mindsets of many businesses. Understand a Business Before You Invest In It Many investors make the mistake of jumping into trends they know nothing about... and losing it all. But Brad proposes a better strategy. Buy what you know... and know what you're buying. REITs and the Upcoming Recession With a predicted recession, some readers are worried about how REITs will perform once it approaches. And while not every sector is recession resistant, Brad notes that there are many REITs that will not only soar in good times, but also endure gracefully through the bad. A New Way to Invest in the Golden Arches McDonald's recently reported earnings were far from great. But while it is struggling in North America, casting your eyes south will show it shining brighter. Brad explores another critical part of its business – real estate – and how a small-cap company is operating thousands of McDonald's locations in Latin America. Put These Stocks on Your Shopping List In late January, DeepSeek appeared on the scene and sent AI-centric stocks tumbling. But with a quick rebound, analyst Nick Ward built a shopping list of companies we'd want to own – and the sectors we'd like more exposure to – in the event of another downturn. One Industry Is Quietly Fueling the AI Revolution Altimetry's chief investment officer, Joel Litman, gives insight as to how one industry is silently powering the AI revolution. And many investors are blind to the companies involved. But with new directives from Washington, share prices could start rising higher. Regards, The Wide Moat Research Team |