Wide Moat Research is a premium research platform that covers a wide range of income-oriented strategies. Our mission is “to empower individual investors while protecting principal at all costs.”

This approach is time-tested and expert-approved. The complementary strategies we provide all stem from principles taught by value-investing giants like Benjamin Graham. Accept no substitutes.

“An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return. Operations not meeting these requirements are speculative.”
– Benjamin Graham

As a financial newsletter firm, we invest a tremendous amount of time into continuously improving how we evaluate the financials, risks, and growth rates of sectors, subsectors, and specific companies.  

The Wide Moat Research team surveys domestic and foreign markets for investments generating highly attractive yet sustainable income. Coupled with our partnership with FactSet, a leading institutional data source, we apply proprietary quality and valuation models to further put the odds of investing success in our favor.

Wide Moat’s coverage space includes:

  • Real estate investment trusts (REITs)
  • Business development companies (BDCs)
  • Master limited partnerships (MLPs), and
  • Traditional dividend paying corporations (C-Corps).

Our suite of products and services evolve over time but always seek to improve the financial literacy and investing performance of individual investors.

We recognize and appreciate a wide range of investor types and personalities. That’s why we build solutions ranging from options strategies for sophisticated and adventurous investors to easy-to-follow income portfolios for those desiring more guidance.  

“The stock investor is neither right or wrong because others agreed or disagreed with him; he is right because his facts and analysis are right.”
– Benjamin Graham