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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

Gabelli Funds

October 12, 2020

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.

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Gabelli Funds

June 22, 2020

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.

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Gabelli Funds

June 1, 2020

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.

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Gabelli Funds

April 27, 2020

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.

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Gabelli Funds

April 13, 2020

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.

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Gabelli Funds

March 16, 2020

A Sector for Half a Century

GAMCO Chief Communications Officer Jennifer Schlueter recently sat down with the firm’s Automotive team to talk about megatrends in the global automotive sector, the competitive moats some companies have in the aftermarket space and how China factors in the sector. Edited for space and clarity, this is part one of a two-part series.

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Gabelli Funds

March 9, 2020

Wind from Behind and Sunshine Ahead

Recently, utility stocks have been very strong, specifically green energy, renewable and water utility stocks. American Water Works (AWK), Brookfield Renewable Partners (BEP), NextEra Energy (NEE) and NextEra Energy Partners (NEP) are all up over 10% as of mid-February after rising over 30% last year.

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Gabelli Funds

March 2, 2020

ESG Issue Series: Renewable Portfolio Standards

Renewable Portfolio Standards (RPS) are state-level regulation standards that specify the percentage of electricity to be generated from renewable resources (wind, solar or other) that utilities will sell. Although RPS differ widely by state, the regulations essentially obligate an electric utility to diversify energy sources and promote local energy development.

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Gabelli Funds

February 24, 2020

ESG Insights Q4 2019

The Gabelli ESG Fund (Class AAA: ESGGX) invests in companies based on fundamental research, using a three pronged approach which includes: (a) certain sustainable themes such as water scarcity, health & wellness and renewable energy…

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Gabelli Funds

February 10, 2020

ESG Issue Series: Data Security

Safeguarding data collected is basic operational risk management for firms with access to private information. Growing global concerns around privacy are highlighting this particular ESG risk more than in the past.

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