The Latest from

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  June 28, 2024

  This company plans to accelerate AI with massive startup funding

  

  Yesterday, we talked about one of the potential winners of the AI surge. Today, we are giving you another. As one of the largest companies in the world with a massive and growing cloud computing business through AWS, Amazon (AMZN) has accumulated significant capital reserves that it has been looking to invest strategically in high-potential areas.

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  June 21, 2024

  Not every water infrastructure company is cheap

  

  We discussed yesterday that water scarcity is one of the bigger long-term trends, according to UBS.

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  June 14, 2024

  The new gold mine of pharma

  

  The obesity drug market is on the verge of unprecedented growth as pharmaceutical companies race to address the worsening worldwide obesity epidemic. Valued at over $24 billion in 2023, the market is projected to balloon to $130 billion or more by 2030 according to Goldman Sachs.

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  June 7, 2024

  Drilling to higher profitability

  

  Commodity prices are inherently volatile and difficult to predict over the short to medium term. This poses risks for companies with direct exposure to commodity market fluctuations through their business operations or revenues.

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  May 31, 2024

  This company will address the energy demand coming from AI

  

  We have been discussing interest rates and their implications for some time now.

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  May 24, 2024

  People will keep spending on their pets

  

  The COVID-19 pandemic unleashed unprecedented shifts in consumer behavior and spending patterns. As people were confined to their homes, more and more individuals sought companionship and emotional support amidst isolation, and pet ownership became a popular solution.

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  May 17, 2024

  Creating a spirits powerhouse

  

  Everyone appreciates transformational acquisitions, particularly when the underlying business offers numerous potential synergies. This is precisely the case with MGP Ingredients (MGPI), which has historically provided alcohol, specialty wheat proteins, and starches. In April 2021, MGP completed a significant $475 million acquisition of Luxco, a beverage alcohol products producer with a diverse portfolio of brands.

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  May 10, 2024

  With the current rates, the only supply comes from the homebuilders

  

  With interest rates remaining higher for longer, mortgage rates have also remained at elevated levels. Currently, the average 30-year fixed-rate mortgage sits around 7.2%, up from approximately 3% in 2020.

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  April 26, 2024

  Profiting from the rising life expectancy

  

  Life expectancy in the U.S. has seen a significant increase over the past century and continues to rise due to improvements in healthcare and access to better nutrition.

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  April 19, 2024

  Advertising is in trouble

  

  As global political instability and conflicts continue to escalate, countries around the world are responding by ramping up their defense spending.

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  April 12, 2024

  This company capitalizing on the global shift in energy supply

  

  The Russian invasion of Ukraine in 2022 triggered a major global energy crisis that continues to reshape international fuel markets. The invasion led to sanctions on Russian oil and gas exports by Western nations. As a major exporter, this removal of Russian volumes contributed to price surges.

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  April 5, 2024

  This exchange offers high-risk/high-reward exposure to the crypto market

  

  Limbach Holdings (LMB) is a full-service building construction and facilities services company. The company provides integrated design, installation, maintenance, and repair services for the built environment.

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  March 29, 2024

  This company will be protecting assets while the U.S. ramps up the infrastructure investments

  

  The U.S. infrastructure, both public and private, has seen minimal investment over the past two decades. As a result, infrastructure across the country has slowly deteriorated or disappeared completely.

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  March 22, 2024

  Capitalizing on high rates

  

  Higher than expected inflation in the U.S. increases the likelihood that the Federal Reserve (Fed) will be forced to maintain a restrictive policy stance with higher interest rates for an extended period.

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  March 15, 2024

  Investing in digital safety

  

  CrowdStrike (CRWD) has established itself as the leading provider of cloud-native endpoint protection through its Falcon platform.

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  March 8, 2024

  Creating the America’s largest credit card player

  

  Capital One (COF) announced plans to acquire Discover Financial Services (DFS) in a $35 billion all-stock transaction on February 19, 2024.

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  March 1, 2024

  Moving from staffing to consulting

  

  When ASGN (ASGN) got its start in the 1980s, it was nothing more than a healthcare staffing business. It helped scientific companies fill roles, both temporary and full-time. This was the biggest segment of its business and it's called Assignment.

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  February 23, 2024

  The reversal of fortune for ESG investing in 2023

  

  Environmental, social, and governance (“ESG”) investing has been gaining popularity in recent years as investors increasingly prioritize sustainability and ethical considerations in their investment decisions.

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  February 16, 2024

  This ETF gives exposure to the entire Bitcoin universe

  

  Investors are continuously searching for ways to gain exposure to cryptocurrencies without taking the huge risks that come with it…

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  February 9, 2024

  This global macro hedge fund changing its course to America’s giants

  

  Moore Capital Management is one of the largest and most successful macro hedge funds in the world today. Founded in 1989 by legendary investor Louis Bacon, Moore Capital has grown its assets under management to over $15 billion through three decades of macro investing across global markets.

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