A few weeks ago we mentioned how a fund focused on companies with strong competitive advantages, so we will dive a bit deeper into how some of those advantages work....
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December 7, 2023
The Bipartisan Infrastructure Law is driving a significant and sustained increase in infrastructure spending...
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December 6, 2023
The supply chain supercycle is coming and the companies are getting ready to invest in their businesses. Usually, the safest way to invest in a trend is not in the companies on the front lines, but in the suppliers who will win no matter what....
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December 5, 2023
During the pandemic, while various sectors experienced a slowdown, social media platforms saw a significant increase in activity....
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November 30, 2023
The world is becoming a scarier place with geopolitical conflicts erupting in various regions...
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November 29, 2023
In the dynamic world of business, where innovation and growth strategies often take center stage, the views of rating agencies can be critically influential...
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November 28, 2023
The Israel-Hamas war has led to a variety of Israel-based companies being sold off. Investors fearing the crisis will affect these companies have slashed their share prices recently. This sell-off could be reasonable for some companies – they could have genuine supply-chain or operational disruptions...
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November 22, 2023
In today’s rapidly evolving telecommunications sector, the focus is shifting towards ramping up investments in 5G technology....
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November 21, 2023
Homebuilders have turned out to be more resilient to high interest rates than most people expected. The expectation was that they were going to suffer as mortgage rates increased...
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November 17, 2023
We covered a “Tiger Cub” fund at the end of 2021, which sought to remain relevant in a market that was undergoing rapid change and poised with uncertainty....
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November 16, 2023
The Bipartisan Infrastructure Law designates $60 billion for investment in water infrastructure projects....
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November 10, 2023
Over the last three decades, this multi-manager has solidified its rank in such a competitive industry. Since its inception, the fund has ranked third among peers on an annualized return basis...
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November 9, 2023
Cummins Inc. (CMI) holds a significant place in the history of diesel engine manufacturing, having been one of the earliest industry pioneers...
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November 8, 2023
Rating agencies often favor big companies when giving out credit ratings, following the idea that they are “too big to fail.”...
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November 7, 2023
As we’ve been discussing about Atkore (ATKR) and Azz (AZZ), the U.S. is looking to spend big on infrastructure. This expansion is going to lead to a huge demand for steel. Thus, a material that is going to benefit from this demand is metallurgical coal, as it is required for steel production...
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