Wide Moat Research

Book and Periodical PublishingFlorida, United States2-10 Employees

Wide Moat Research operates in the book and periodical publishing space as a research platform focused on income-oriented investment strategies. Its mission centers on empowering individual investors while prioritizing the safety of principal, aligning with time-tested value investing principles. The firm conducts thorough analysis of financials, risks, and growth rates across sectors and companies, and combines this research with data from FactSet and proprietary valuation models to identify investments with attractive, sustainable income.

Its coverage spans real estate investment trusts, business development companies, master limited partnerships, and traditional dividend-paying C-Corps, with offerings that range from options strategies for sophisticated investors to guided income portfolios. Based in West Palm Beach, Florida, the company serves individual investors through its research and newsletters.

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