Author: Brad Thomas, Wide Moat Research

A clear quality name, it could have truly attractive long-term total returns.

With a wide moat will probably only grow from here, if you want a worthwhile AI trade outside of Big Tech, here’s an intriguing place to look.

Trading at at 4.9% discount to nav, it’s a great pickup for total returns and diversification.

This is not one of my broad-ranging recommendations suitable for most investors. However, I also can’t overlook its overblown fall from favor in the public markets.

They control some of the world’s most desirable real estate. Highly specialized real estate at that.