A pioneer in value investing, Gabelli Funds (www.gabelli.com) is credited with developing the Private Market Value with a Catalyst™ stock selection process. Since launching our flagship Gabelli Asset Fund (GABAX) in 1986, we have evolved into a diversified global financial services company offering an extensive range of investment capabilities. Fundamental bottoms-up research combined with long-term accumulated knowledge of sectors and companies has been key to our success. For more real time portfolio insights & stock ideas subscribe to GabelliTV on YouTube. Social Media: Twitter, LinkedIn, Instagram, Facebook
The Global Wind Power Ecosystem
Non-Fungible Tokens: Is a Bubble in the NFT Market Forming?
Non-Fungible Tokens are in the most basic form a unique digital asset. This compares to digital assets like Bitcoin and other cryptocurrencies, which are fungible.
Nuclear Plants to Become More Valuable in Green World
Gabelli Funds believes the value of nuclear plants could be revived over the new few years given the emphasis on green energy and achieving aggressive renewable and net zero carbon goals.
Dissecting 2020 FCC Communications Market Place Report
Growth in EVs and the charging infrastructure will require considerable coordination among major stakeholders, including the automotive Original Equipment Manufacturers (OEMs), utilities, charging station manufacturers, municipalities and governments.
Green Energy Wave
A vertical farm replicates the traditional growing conditions of a farm – light, air, water, nutrients, and support/growing media – but does so with artificial substitutes in order to deliver higher yields and faster crop production.
Quantifying the SaaS Bull Case
2020 Political Advertising Outlook
Demystifying SaaS Unit Economics
Investors are increasingly using LTV/CAC and other metrics (sales efficiency, payback period, R&D efficiency) to justify the sky-high multiples seen across SaaS.
US Sports Betting Market Outlook
Riding Out the Pandemic: Can Theme Parks Still Bring the Magic?
The Nation State Companies
Free Apple Picking
Utilities – U.S. Mid-Year Outlook 2020
Through the first half of 2020, the S&P 500 Utilities Index (SPU) returned a negative -11.4% (including dividends) compared to a -3.1% return from the S&P 500.
The Great Outdoors
Update on Elective Procedures
A Day of Next-Generation Sequencing: Leerink Annual Next Gen Sequencing Day
On June 8th, 2020, Leerink virtually hosted its annual Next-Gen Sequencing (NGS) Day. Various companies participated in a fireside chat format, including NeoGenomics, Invitae, Illumina, and Natera. We summarize the key takeaways from the day, highlighting how NGS will be an integral part of future diagnostics advancements.
Biotech Scavenger Hunt List: AstraZeneca Merger Interest
On June 7, 2020, Bloomberg reported that AstraZeneca (AZN) approached Gilead Sciences (GILD) about a potential merger.
The New Sony
Company Update: SmileDirectClub, Inc.
We compare SmileDirectClub’s clear aligner product offering vis-à-vis Align Technology’s product offering. Align has noted SDC’s model does not compete directly as Align goes through its doctor base for all its products.
COVID-19 Accelerating The Digital Revolution
Gabelli Funds identifies some of the implications of the Digital Revolution in various industries, as well as companies that will benefit from these trends.
Berkshire Hathaway: The American Tailwind Company
Company Update: Conmed Corp. (CNMD: NYSE)
Conmed reported first quarter 2020 financial results. Revenue decreased 2% to $214 million with organic revenue down 3.6%.
Business & Testing Update: Abbott Laboratories
Abbott Labs on target to ship 5 million tests in April, ramping up to 26 million tests in June. Abbott Laboratories has launched three diagnostic tests for coronavirus since March 18, 2020. The company is on target to ship 5 million tests in April, ramping up to 26 million tests in June.
U.S. Local Broadcasters: Impact of COVID-19
Stress Testing Utility Dividend Policies
Currently, dividends as percent of 2020 EPS are reasonably low at 61%, and short-term impacts associated with commercial and industrial sales and bad debt/un-collectibles are recoverable through the regulatory process.