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Covid Crash Testing: Seat Belt Adoption Data Mirrors Vaccination Hesitancy
Consumers have a long history of avoiding the things that make them safer. For example, seat belts: Since the 1950s, Sweden's largest vehicle maker, Volvo, has studied over 43,000 vehicle collisions. From the beginning researchers faced a grim, but relentless truth: Similar to the adoption of vaccines, consumers flatly refused to make themselves safer.
Is Grill Giant Weber (WEBR) Undercooked or Overdone?
Storied grill and outdoor equipment maker Weber came to the public with an IPO this year. But slow future growth will make the going tough.
The Great “Crypto-Swap”: Flywire (FLWY)
Cryptoswaps, anyone? A new wave of cryptocurrency-based financial firms is making traditional risk management tools, like credit default swaps and currency hedges, applicable to cybercurrencies.
Dr. RollUp: PE Bets Big on Consolidating Medical Practices
Pandemics were supposed to hasten the deployment of innovative medical technologies. They don’t. Instead, traditional restructuring of medical practices by private equity will be the major force in medicine.
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.
FREE Federal Spending Data Could Help Earn Investors Millions
Federal data supplier, the Bureau of Economic Analysis, has been quietly publishing real-time consumer spending data. We took a look and found it indicates a soft pandemic recovery.
Dressed for Post-Pandemic Success: Abercrombie & Fitch (ANF)
New forms of data are shedding new light on retail activity. A study of email marketing traffic appears to have anticipated Abercrombie & Fitche’s recent record quarter.
Un-Inflation: The Lumber Industry Defies an Old Saw
Inflation seems no longer to be the hammer that can flatten. economies. Now how rising prices affect market is all in the eye of the beholder.
Winning in the Fog of Retail War: Dollar General (DG)
America might be a divided county. But where those fractures are, as North America emerges from its pandemic-induced hibernation, are surprisingly unknown.
CHIP GIANT INTEL (INTC) ANTES UP ON CHINA’s TENSIONS WITH TAIWAN
About a year ago, small e-truck maker Workhorse Group (WKHS) started popping up in conversations about “depot-based logistics”…
THE WAY BACK: CHINESE MEDIA GIANT iQIYI (IQ) LIVES TO STREAM AGAIN
About a year ago, small e-truck maker Workhorse Group (WKHS) started popping up in conversations about “depot-based logistics”…
The Year in Valuation: It’s “In” to Be Human
Pandemics change the way we act. They change the way we think. And, not surprisingly, economists are recalibrating how investors value the changes in our actions and thoughts. …
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.
The Decline and Fall of Online Travel: Airbnb (ABNB)
Airbnb’s lastest financial statements make great SciFi reading.
Generating Return: Generac Holdings (GNRC $192.50)
Noisy, low-tech internal combustion engines, rigged to generate emergency power in a blackout, have always caught the attention of the professional investor during a disaster.
The Hospital Glut: Tenet Healthcare (THC $28.45)
It was immediately clear that hospital-administered healthcare had no ready cure for Covid-19. Social distancing rules and general panic curtailed most elective medical procedures.
The Big Art Short: Museum Selloffs Pressure Art Valuations
What would it say about the business of sports if the owners of the New York Yankees, the Steinbrenner family, sold out?