Some fresh ideas we’ve been working on...
Speaking Of: Brookside Research Podcast #10 – Picking a Winner in the Post-Power Age
Welcome to the tenth episode of the Brookside Research Podcast! In this episode, we explore the energy market, electrical demand, and the role of nuclear energy.
Speaking Of: Brookside Research Podcast #9: Sustainability
Welcome to our ninth Brookside Research Podcast! In this episode, we discuss sustainability, new green steel processes, and the need for renewable energy.
Antidote to Election Jitters? CVS Health (CVS)
Pollsters are struggling with new respondent factors for gender, lineage, and political affinity. There will be opportunities for investors.
Gray Skies Are Gonna Clear Up: Swiss Re (SREN)
2024 was supposed to be a barn-burner for major cyclones. But activity -- and damage -- has been relatively light. Meaning reinsurance companies like Swiss Re should prosper.
“Speaking Of” Podcast #8: Crafty AI, eBay of Value & CVS Reboot
In this episode, large language models are probably degrading answers to drive engagement; we are seeing fresh value in both eBay and CVS Health. Guess who wins during hurricane season? Insurance companies.
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.