9 Stocks With Near-Monopoly Power (We’re Buying These Now)

Video Description

🔗 Don’t miss daily investing insights from Brad and Nick: https://www.widemoatdaily.com?v=6uAj34jfanE Markets are volatile, valuations are shifting, and wide-moat companies are back in focus. In this episode of The Wide Moat Show, Brad Thomas and Nick Ward return to their bread and butter: actionable top stock picks designed to compound long-term wealth. Using a Monopoly-board framework, they break down dominant businesses with pricing power, durable competitive advantages, and attractive risk-reward setups in today’s market. Stocks and themes covered include: - Utility, railroad, and REIT “monopoly” picks - Why American Water Works dominates the water space - Union Pacific’s wide moat and the case for rail consolidation - Realty Income’s evolution into a global asset manager - Big Tech opportunities: Microsoft, Amazon, MercadoLibre - Why mega-banks should be viewed as technology companies - JP Morgan & Goldman Sachs as AI-driven compounders - Netflix’s selloff and why valuation now matters This episode is about discipline, valuation, and identifying durable businesses — not hype, not headlines. Enjoy the video? 👍 Like it 💬 Drop your questions in the comments 🔔 Subscribe for weekly Wide Moat episodes Episode Timestamps 0:00 – Why we’re returning to top stock picks 0:50 – Monopoly board investing framework 1:30 – Winter storms, utilities & real-world moats 3:00 – Why wide-moat investing matters now 4:00 – Brad’s recent travels & teaching wide-moat theory 6:25 – American Water Works: utility dominance 10:20 – Union Pacific & railroad consolidation 16:20 – Realty Income and REIT scale advantages 20:20 – Transition to tech & growth stocks 21:00 – Microsoft vs. Alphabet: valuation matters 25:35 – Amazon’s cash flow compounding story 27:15 – MercadoLibre: emerging market dominance 30:30 – Value creation in today’s market 31:00 – Big banks as tech companies (JPM & Goldman) 35:25 – Netflix selloff: opportunity or trap? 37:20 – Final thoughts & viewer questions Hashtags #WideMoatShow #WideMoat #Investing #StockMarket #StockPicks #DividendInvesting #Utilities #Railroads #REITs #Microsoft #Amazon #MercadoLibre #JPmorgan #GoldmanSachs #Netflix #LongTermInvesting #ValueInvesting #CompoundGrowth