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SubscribeIn general, we still see EV metals as an area with growth within a problematically mature sector. We’re increasingly interested in the idiosyncratic downstream...
November Starts & Permits
We detail and analyze the release of the latest monthly charge-off and delinquency statistics for the seven largest credit card issuers in the United States.
We hosted another installment of our CryptoCapitol speaker series with Kristin Smith, the Chief Executive of the Blockchain Association - one of Washington's most influential crypto influencers.
The Crypto policy and regulatory fronts remain areas of intense debate and focus - and now action. To help sort out the latest developments, we hosted another installment of our CryptoCapitol speaker series with Kristin Smith
A detailed review of the Pest Control Industry, progress at Rentokil, & why we think it is an attractive long here. We also review several other Commercial Services names, including removing Brinks (BCO) as a Best Ideas Long
We hosted an informative “fireside” style chat with VP of Research at the Las Vegas Convention & Visitors Authority (LVCVA), Kevin Bagger. Following the discussion with Kevin our bullishness toward LV Strip is unchanged.