A GUIDE TO INVESTING IN ARTIFICIAL INTELLIGENCE
Artificial intelligence has moved out of research labs and into commercial production across a growing number of applications. As this technology diffuses into the economy, investors are increasingly focused on understanding where durable value is being created across AI’s complex supply chain. This primer organizes the AI investment landscape into five interdependent layers and explains […]
World Cup Kick-Off – Views from GOLS Portfolio Manager, Alec Boccanfuso
Thursday, June 11th – FIFA WC 26 Opening Match in Mexico City (Mexico vs. South Africa) The 2026 World Cup will mark the most significant expansion in the tournament’s history. For the first time, the field will grow from 32 to 48 national teams, delivering 104 matches, a 63% increase in games compared to Qatar […]
What Could Arminius Mean for German Land Defense?
Why We Disagree with Mr. Market What Could the Arminius Order Mean for German Land Defense? German land defense stocks, including the prime contractor Rheinmetall and one of its suppliers, Renk, reached a peak in early October 2025. The shares since experienced several periods of decline associated with Ukraine peace discussions, followed by partial recoveries. […]
Monthly Utilities Sector Update – Europe, Middle East & APAC
May 2026: Solid 1Q 2026 results confirm strong earnings momentum in 2026 What You Need to Know So far, the often-cited stock market adage “Sell in May and go away” has not materialized this month, as global equities have extended April’s winning streak into May. Despite significant geopolitical uncertainty surrounding the outcome of the […]
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 […]