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

Jonathan Blum Jonathan Blum

Avoiding the Vanity Space Race: Leidos Holdings (LDOS)

Billionaires like Jeff Bezos, Elon Musk, and Richard Branson might capture investor imagination. But it is little known space-services provider Dynetics, a unit of Leidos Holdings, that will really put rockets into orbit.

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Alec Foege Alec Foege

Ford (F) : The Tesla of Pickups

The business of making things – not virtual things, but real things made by traditional manufacturers – is suddenly brisk. So while pandemic-induced production freezes in durable goods cratered output, forecasters say demand was surprisingly steady.

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Alec Foege Alec Foege

Questions Worth Asking

About a year ago, small e-truck maker Workhorse Group (WKHS) started popping up in conversations about “depot-based logistics”…

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