Are Prediction Markets A Disruption Risk or Incremental Market Expansion?
Despite investor concerns that prediction markets could represent a meaningful medium- to long-term competitive threat to traditional land-based and online gaming operators, we believe the degree of disruption is likely to be more limited than currently feared. Gaming stocks have recently experienced two major waves of valuation derating driven by fears of market share […]
The “Puck” Stops Here
Reflections from the 2026 Annual Meeting (BRK.A – $699,965 – NYSE) (BRK.B – $465.52 – ” ) Berkshire Hathaway Inc. (BRK’A – $699,965 – NYSE) (a) One Class “A” Share can be converted into 1,500 “B” Shares. Class “A” Shares have 10,000 votes per share. (b) Warren Buffett owns 206,539 of […]
Monthly Utilities Sector Update – Europe, Middle East & APAC
April 2026: On the rebound What You Need To Know What a difference a month makes! After global equites had sold off in March during the first month of the Middle East military conflict with the de facto closure of the Strait of Hormuz, investor sentiment has markedly improved with the temporary ceasefire in April […]
GABELLI 12TH ANNUAL ENVIRONMENTAL SERVICES, RECYCLING, & SUSTAINABILITY SYMPOSIUM
Reflections from the Gabelli Funds 12th Annual Environmental Services, Recycling, & Sustainability Symposium Gabelli Funds was pleased to host its 12th Annual Environmental Services, Recycling, & Sustainability Symposium on Thursday, April 9th, 2026. The symposium included company presentations, fireside chats and one-on-one meetings with public companies operating in both the $85 billion solid waste and […]
Sustainable Investing the Gabelli Way
Introduction Our approach to “green” investing is guided by our PMV with a Catalyst ™ philosophy and underpinned by fundamental research. As with all our investments, we emphasize free cash flow over fads. While not allergic to companies with ambitious visions, that growth must be priced appropriately. In general, our investment universe includes: Companies “born […]
17th Annual Specialty Chemicals Symposium Reflections
On March 19, 2026, Gabelli Funds hosted its 17th Specialty Chemicals Symposium, with both in-person and virtual meetings. Participating companies included Arq, Inc., Ashland Global, Inc. BASF Corporation, The Chemours Company, Ecolab, Inc., Ingevity Corporation, LSB Industries, Inc., Magnera Corporation, Minerals Technologies, Olin Corporation, Orion S.A., Rayonier Advanced Materials, The Sherwin-Williams Company, and Standard Lithium […]
Orthopedics Market 2026
Global Orthopedic Market – Industry Overview in Brief The worldwide orthopedic market was approximately $62 billion in 2025 with orthopedic implants accounting for $53 billion and instruments and equipment representing the remaining $9.4 billion. In 2025, the orthopedic implants market increased 5% to approximately $53 billion as many of the large companies generated above […]
Utilities – U.S. Outlook
PLUGGED INTO GROWTH EPS CAGR’s RISE Strong First Quarter 2026 In the first quarter of 2026, the S&P 500 Utilities Index gained 8.3%, significantly outperforming the broader market, with the S&P 500 declining -4.3% and the NASDAQ falling -7.1%. Most regulated utilities posted positive returns, with a median gain of 8%. The sector began […]
Gabelli Opportunities in Live & Sports ETF Investment Spotlight Series Vol III: Scuderia Ferrari
(NYSE: RACE) (BIT: RACE) (AS: EXOR) Scuderia Ferrari Overview Scuderia Ferrari is one of the most iconic and valuable properties in global sport and the flagship racing team at the center of Ferrari N.V.’s global brand. Based in Maranello, Italy, the team competes in the FIA Formula One World Championship and is uniquely positioned […]
Middle East Defense: Initial Takeaways
March 2026 The recent surge in Middle East tensions is accelerating defense spending. This note summarizes initial takeaways from management commentary on the potential financial implications. We focus on defense companies that have already held analyst calls following the late-February events. Executives highlighted both immediate operational demand (low-cost drone air defense, precision munitions, and rapid […]
Microplastics: Pollution, Policy, and Profit
Overview Microplastics are small plastic particles that range in size from 5 millimeters to 1 nanometer. Products and services designed to measure and manage these particles are in demand to manage the implications of microplastics pollution. Microplastics are emerging as a growing investment theme as governments and policymakers, utilities, and consumers are driving demand for […]
Infusion Therapy
A Structural Growth Opportunity Driven by Site-of-Care Shift, Specialty Drug Complexity, and Aging Demographics What Is Infusion Therapy Infusion therapy refers to the administration of medications, fluids, or nutritional support directly into the body, most often intravenously, but in certain cases subcutaneously or intramuscularly. It is generally used when oral therapy is not feasible, […]