Gabelli Growth Q3 Commentary
3Q25 GABELLI GLOBAL GROWTH COMMENTARY The direction of travel for many things in 3Q was “onward and upward”. Nowhere was this clearer than in markets, where the S&P 500 closed at all-time highs on 35% of all trading days (most in a quarter since 1998). In entertainment, Netflix’s global dominance advanced further with the Korean […]
“Turn the Page” – Berkshire Hathaway Annual Meeting Reflections
COMPANY OVERVIEW Berkshire Hathaway Inc., based in Omaha, NE is a holding company for a diverse group of operating subsidiaries including insurance, freight rail transportation, utilities and energy, finance, services and retailing. The subsidiaries operate in an autonomous fashion, while investment and capital allocation decisions are managed by Warren Buffett (94) and Greg Abel (62) […]
Gabelli Financial Services Opportunities Fund Year End Commentary
Gabelli Financial Services Opportunities Fund Year End Commentary
2024 GAMCO Annual Letter
Fear & Greed
Beware of Great Expectations: 2025 Growth Outlook
The year 2024 saw stocks rise smartly in the months leading up to the election, followed by new market highs post-election.
GAMCO All Cap Value (ACV) – October 2024 – Commentary
Co-Chief Investment Officers, Chris Marangi and Kevin Dreyer discuss our GAMCO All Cap Value Strategy – October 2024
Q3 Growth Commentary
Insights From Your Growth Portfolio Managers: 3Q 2024
Q3 Value Commentary
Co-Chief Investment Officers, Chris Marangi and Kevin Dreyer discuss our GAMCO All Cap Value Strategy – Q3 2024
GAMCO All Cap Value (ACV) – September 2024 – Commentary
Co-Chief Investment Officers, Chris Marangi and Kevin Dreyer discuss our GAMCO All Cap Value Strategy – September 2024
GAMCO All Cap Value (ACV) – August 2024 – Commentary
Co-Chief Investment Officers, Chris Marangi and Kevin Dreyer discuss our GAMCO All Cap Value Strategy – August 2024
GAMCO All Cap Value (ACV) – July 2024 Commentary
Co-Chief Investment Officers, Chris Marangi and Kevin Dreyer discuss our GAMCO All Cap Value Strategy – July 2024
Q2 Value Commentary
Insights From Your Value Portfolio Managers: 2Q 2024