Some fresh ideas we’ve been working on...
AI Innovates Less Than You Think: C3.AI (AI)
Government data indicates that artificial intelligence has yet to harness efficiencies economy-wide. And if the history of disruptive digital technologies is any indication, that is not likely to change any time soon.
Charged With Possibility: Umicore (UMI)
It took an exhausting trip to Nepal to realize that corruption has become as critical to the global supply chain as capital and labor. How companies manage graft will absolutely affect the sourcing of the minerals needed for the batteries for electric vehicles.
Speaking Of: Brookside Podcast #7 – Re-Valued Investing, Freemium AI & Dangerous Minerals
This week, it’s the power of the past in finding value in the present, AI’s surprising fast devaluation and just dangerous it is become to mine for critical minerals.
Flying High: Air Transport Services Group (ATSG)
Last month Amazon opened its global supply chain to anyone with $39.99 a month. It will offer unprecedented low-cost access to complex logistics, like containers. Air freight giants will face headwinds.
SEC Crowns a New Crypto King: Liechtenstein Cryptoassets Exchange (LCX)
While U.S. regulators have cracked down in dozens of crypto startups this past year, European regulators have passed reasonable regulations. Euro-crypto firms will flourish.
Speaking Of: Brookside Podcast Episode 6
Welcome to our sixth Brookside Research Podcast! In this episode we discuss commercial pilots, peak Amazon and SEC v. cryptocurrency.
Is TechTarget an Automated Bullseye? (TTGT)
Part writers, part marketers, part nerds, TechTarget has always been a favorite among story-driven geeks like us. Thing is, the company might just be cheap, right now.
Manufacturing a Recovery: RPM International (RPM)
Improvements in productivity and nimble managers may have solved supply chains woes and costly labor. Could the worst be behind us?
Speaking Of: Brookside Podcast Episode 5
Welcome to our fifth Brookside Research Podcast! In this episode we discuss a global recession, the coatings industry and TechTarget.
Macro Focus: Vive La Woke Française!
Civil unrest in France overlook an economy poised for a new world order.
Flying the Semi-Private Skies: Volato (SOAR)
Our sad broken airline network is opening the door to a new generation of semi-private airlines.
Speaking Of: Brookside Podcast Episode 4
Welcome to our fourth Brookside Research Podcast! In this episode we discuss the riots in France, semi-private air travel and Microsoft AI.
Urban Plunge: Will 622 Third Avenue Rise Again?
New uses are emerging for older commercial real estate.
Streaming Blood: Can Warner Brothers Discovery (WBD) Stanch the Flow?
New data from streaming media companies indicate a fundamentally flawed business model.
Speaking Of: Brookside Podcast Episode 3
Welcome to our third Brookside Research Podcast! In this episode we discuss inflation, vacancy rates in commercial real estate and artificial intelligence.
The Held-To-Maturity Trap: Lakeland Bancorp Vs. Camden National
How banks account for their assets can have profound effect on their ability to weather today’s down market for banks.
Voodoo Mine Control: Nouveau Monde Graphite (NMG)
Newly “critical minerals” will profoundly alter society’s relationship with the ancient practice of mining.
Speaking Of: Brookside Podcast Episode 2
Welcome to our second Brookside Research Podcast! In this episode we discuss graphite and how critical minerals relate to China and the global economy. Finally, we discuss vacancy rates in commercial real estate and Elon Musk.
Speaking Of: Brookside Podcast Episode 1
Welcome to our first-ever Brookside Research Podcast! In this our, inaugural episode, we discuss topics for the news section of our website, including DODs strategic interest in graphite; we move on to Twitter, Tesla, and Elon Musk. Finally, we discuss the ramifications of open-source intelligence technology.
The Strange Case for “TweetBonds”
Twitter might be privately owned by a brash, care-nothing billionaire. But, with a bit of digging, various forms of credit tied to the company still can be bought and sold. Meaning, even the worst day for Elon Musk but be the best for investors.