December Housing Starts Data Crush Expectations

Home builders should be strong beneficiaries of the surge in housing starts and construction activ...

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January 22, 2021

Vaccine Trade: Contemplating SVOD Post Pandemic Growth

Current Market Structure of Subscription Video On Demand.

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January 16, 2021

Amazon Pharmacy: An Exciting Entrant to the Healthcare Industry

The Amazon Pharmacy is expected to disrupt the U.S. pharmacy market and lower drug prices.

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December 28, 2020

Making an Impression: The Story Behind Align’s Impressive Third Quarter

ALGN’s strong results appear more than a release of pent-up demand for Invisalign...

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December 22, 2020

Gearing Up for Better Production

U.S. manufacturing outlook after a year of disruption...

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December 18, 2020

Television Shopping Untethered from the Cord

Despite cord-cutting headwinds, QRTEA capitalizes on streaming and e-commerce trends...

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December 11, 2020

Moving On Up

Shifted housing supply/demand curve fuels up mortgage volume and lumber prices...

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December 4, 2020

Airline Shopping?

A cheat-sheet to go over YTD results of major U.S. airlines...

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December 3, 2020

Visiting the Online Prada Store for your Next Vacation?

A closer look at Farfetch and its competitors amidst a paradigm shift in the luxury category...

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November 19, 2020

Semis Sector Consolidation: Multiples, Strategies, and Ideas

Custom screen allows investors to narrow the scope to the next substantial acquisition in the semi...

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November 6, 2020