Categories:
Understanding Trends and Consumer Tastes in the Restaurant Industry
Industry Perspectives: A Monthly Research Analyst Series
By Brian Hilderbrand, CFA
While we are encouraged by secular trends that should benefit the restaurant industry over the long term, we remain selective due to intense competition, tepid grocery inflation, and valuations.
Bank OZK: A True Compounder
Industry Perspectives: A Monthly Research Analyst Series
By John Loesch, CFA
Identifying businesses with unique business models, skilled management teams, and competitive positioning, which have also demonstrated an ability to grow intrinsic value at attractive rates over the long term, is what truly excites us.
We believe the combination of best internet services for users, providing best-in-class self-serve advertising platforms to advertisers, as well as other internet ecosystem benefits will position Google and Facebook well for the coming years.
Thinking Inside the Box: The Self-Storage Industry
Industry Perspectives: A Monthly Research Analyst Series
By Josh Barber, CFA
We believe a focus on balance sheet is very important when evaluating real estate investment trusts.
Rewarding the Patient Investor: Red Rock Resorts
Industry Perspectives: A Monthly Research Analyst Series
By Aaron Monroe, CFA
In addition to strong company fundamentals, Red Rock also has an aligned management team with a long-term focus.
The Impact of Corporate Tax Reform on the Technology Sector
Industry Perspectives: A Monthly Research Analyst Series
By Nate Palmer, CFA, CPA
Cash and investments on the balance sheet remain a meaningful source of value at several current technology holdings.
Volatility in Airline Industry Stocks
Industry Perspectives: A Monthly Research Analyst Series
By Jason Downey, CFA
The industry’s long history of destroying capital continues to weigh on the minds of investors.
Global Opportunities in the Private Banking Industry
Industry Perspectives: A Monthly Research Analyst Series
By Tyler Ventura, CFA
Understanding competitive dynamics both inside and outside the United States has always been an important component of our research process.
Long-Term Thinking in the Cyclical Housing Industry
Industry Perspectives: A Monthly Research Analyst Series
By Micah Martin, CFA
The first rule in a cyclical business is that you have to be able to survive the trough of the cycle and come out on the other side.
Driving Our Investments into the Future
Industry Perspectives: A Monthly Research Analyst Series
By Brian Bath, CFA
We look for companies that recognize important trends such as electric and autonomous vehicles and take the appropriate steps to position themselves for success over the long term.
1 2 3 4 5 6 7
back to top