Some fresh ideas we’ve been working on...

Jonathan Blum Jonathan Blum

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.

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Jonathan Blum Jonathan Blum

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.

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Jonathan Blum Jonathan Blum

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.

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Alec Foege Alec Foege

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.

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Alec Foege Alec Foege

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.

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Jonathan Blum Jonathan Blum

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.

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