Reflections From The Past Decade + of Berkshire Hathaway Meetings
Berkshire Hathaway Inc. (BRK’A – $754,625 – NYSE) Year B/V Per “A” P/B 2027P $575,200 1.3x Dividend: None Current Return: Nil 2026P 530,300 1.4 Common Shares “A”: 0.5 billion (a) 2025E 487,000 1.5 “ “ “B”: 1.4 “ (b) 2024A 451,501 1.6 52-Week Range “A” Shares: $812,855 – $660,640 […]
Precision in a Tube
The AI Blood Revolution for Cancer Detection Industry Overview Cancer remains one of the leading causes of mortality in the United States, with an estimated 2 million new cases and over 618,000 deaths projected in 2025. This translates to nearly 1,700 deaths per day and reflects the persistent challenge of detecting cancer at earlier, more […]
5 Reasons to Own Small Cap Stocks
Introduction Equity markets remain dominated by a handful of mega-cap technology stocks, driving record concentration within major indices and leaving large segments of the market overlooked. While this dynamic has rewarded passive investors, it has also created meaningful valuation dislocations – particularly across small-cap stocks. With small caps trading at historic discounts, an easing monetary […]
Monthly Utilities Update – Europe, Middle East & APAC
November 2025 What You Need To Know After Utilities had trailed the broader market (MSCI World index) in Q3 2025, the MSCI World Utilities extended in October the rebound from September and gained 3.0%, thereby beating the MSCI World benchmark by 1%. The solid outperformance was driven by European Utilities, which jumped more than […]
Global Cement Industry
Cementing Value and Building AI Data Centers Companies Ticker Exchange Price Amrize AMRZ NYSE / SW $48.72 / CHF38.72 CRH Plc CRH […]
Beyond the Pitch: 2026 FIFA World Cup Overview & Investment Opportunities
I. Executive Summary – 2026 FIFA World Cup The 2026 FIFA World Cup represents the most significant inflection point in modern soccer’s commercial history. With 48 nations, 104 matches, and 16 host cities across the United States, Canada, and Mexico, this will be the largest sporting event ever staged. Beyond its sheer scale, […]
“49ers at the Encore”
Auto Symposium 2025 Las Vegas Presenting Companies/Agenda We cordially invite interested investors to register for our 49th Annual Automotive Symposium, either in-person or virtually, by clicking the link here or contacting Miles McQuillen (mmcquillen@gabelli.com) at 914-921-5112. “49ers at the Encore” In 1849, a wave of over 300,000 enterprising Americans left the […]
Utilities – U.S.
Capital Investment Super-Cycle Gas-Fired Power to the Rescue! EPS CAGR’s TO RISE? US Utilities –Capital Investment Super-Cycle-EPS CAGR’s to Rise? Through nine months of 2025, the S&P 500 Utilities Index returned 17.7%, topping the S&P 500 Composite’s 14.8% return. Utilities strongly led the market in the first quarter, benefiting from their defensive appeal amid […]
Las Vegas and Beyond
2025 Global Gaming Expo Gabelli Funds is pleased to announce our participation at the Global Gaming Expo (G2E), taking place October 7–9 at The Venetian Expo in Las Vegas. G2E is the premier gathering for the gaming industry, showcasing the latest innovations, technologies, and market developments. Investment Team members Gustavo Pifano and Justin McAuliffe will […]
Monthly Utilities Update – Europe, Middle East & Asia
October 2025 What You Need To Know After Utilities had trailed the broader market (MSCI World index) in July and in August, Utilities stocks rebounded in September and beat the MSCI World benchmark by almost 1%. After the September rebound, the MSCI World Utilities finished Q3 2025 with a solid 4.6% gain (driven US […]
Gabelli 31st Annual Aerospace & Defense Symposium Reflections
Our team hosted the 31st Annual Aerospace & Defense Symposium on September 4, 2025 where a number of aerospace & defense suppliers presented their company outlooks and reactions to the current macro environment. Lieutenant Colonel Tony Bancroft, USMCR joined GAMCO in 2009 as a research analyst covering companies in the aerospace sectors and environmental […]
Active Management Meets ETF Efficiency
Why Investors Gain More Through Gabelli’s Actively Managed ETFs Introduction The first U.S. exchange traded fund or ETF, the SPDR S&P 500 ETF (SPY), launched in 1993 as a passive vehicle tracking the S&P 500 index. Early ETFs focused almost exclusively on passive strategies, offering intraday trading, transparency and tax advantages. This efficiency quickly […]