Anti-AI Investing: The HALO Moat

I focus on HALO investing: Heavy Assets, Low Obsolescence - owning irreplaceable physical assets with durable moats against technological disruption. Top recommendations include American Tower, Brookfield Infrastructure, Prologis, Rexford Industrial, Lineage, Americold, VICI Properties, and Lamar Advertising. AMT, COLD, and VICI currently offer attractive entry points based on discounted multiples, robust dividend yields, and resilient, monopoly-like asset bases.

Seeking Alpha • May 31, 2026

I'm Betting Big On These Top-Tier 7%+ Yielding Big Dividend Machines

I detail the two places where I am putting my biggest bets right now. These 7%+ yielding dividend investments are backed by major macro tailwinds. I also discuss the risks to keep in mind.

Seeking Alpha • May 27, 2026

For Wall Street's Private Investments, In-House Insurers Are the Go-To Buyer

Regulators are trying to keep up with insurers' $413 billion in ‘affiliated investments.'

WSJ • May 26, 2026

The REIT Recovery Is Becoming Hard To Ignore

REITs are finally rallying after a brutal 5-year bear market. The main bear arguments are now starting to break down. Private equity is already buying before valuations recover.

Seeking Alpha • May 25, 2026

FuelCell Energy Rockets 15%, Bloom Energy Jumps 9% While Plug Power Drifts: Why Hydrogen Bulls Picked Winners

Shares of FuelCell Energy (NASDAQ:FCEL) are ripping higher in midday trading Wednesday, up 15% as hydrogen bulls rotate back into the most beaten-down name in the complex.

24/7 Wall Street • May 20, 2026

Brookfield Asset Management's Price Dip Is A Rare Gift

Brookfield Asset Management is a high-quality, capital-light asset manager with robust, recurring fee streams and scale advantages in alternatives. BAM is poised for mid-to-high teens annualized total returns, supported by strong fee-related earnings growth, recent acquisitions, and record fundraising expectations for 2026. Shares trade at the lower end of historical and peer valuation ranges, offering a 4.2% dividend yield and over 20% discount from recent highs.

Seeking Alpha • May 20, 2026

BFH vs. BAM: Which Stock Is the Better Value Option?

Investors looking for stocks in the Financial - Miscellaneous Services sector might want to consider either Bread Financial Holdings (BFH) or Brookfield Asset Management (BAM). But which of these two stocks presents investors with the better value opportunity right now?

Zacks Investment Research • May 18, 2026

Private Equity Is Buying REITs Hand Over Fist

REIT buyouts are heating up as private equity targets deep discounts. We recently profited from three REIT takeovers. Two small REITs could be next, with big upside potential.

Seeking Alpha • May 18, 2026

The REIT Repricing Cycle Is Nearing A Turning Point

REITs may be emerging from a brutal multi-year downturn. Falling supply and stabilizing rates could drive recovery. Valuations and buyouts signal strong upside ahead.

Seeking Alpha • May 16, 2026

Building A $100,000 Snowball To Retire On Dividends

Charlie Munger's $100,000 milestone is still the most critical turning point on any dividend investor's path to financial independence. I detail the exact step-by-step strategy and investment vehicles that I would invest in to go from zero to financial freedom from dividends. I also discuss how I would position my dividend snowball for long-term stability and sustainability once financial freedom is achieved.

Seeking Alpha • May 14, 2026