More Than Fun & Games… Public Market Sports Investing
Introduction: Why the Wealthy Buy Teams For many, ownership of a professional sports organization is the ultimate status symbol, granting access to an exclusive club and providing the psychic benefit that accompanies leading a passionate tribe with shared symbolism and history. Whether intended or not, team ownership has also proven to be an excellent […]
Reflections & Outlook 49th Annual Automotive Symposium November 3 – November 4, 2025
2025 Gabelli Funds Auto Symposium Conference Highlights Resilient Today, Adaptive for Tomorrow Our presenting management addresses to a transition marked by tariff-driven supply chain shifts, evolving consumer dynamics, and disciplined operational improvement. Despite differing cycles and challenges, every participant shared a unified message of resilience, pragmatism, and long-term optimism as the industry collectively builds […]
Monthly Utilities Sector Update – Europe, Middle East & APAC
December 2025: The Age of Electricity What You Need To Know November was another strong month for Utilities stocks in general and for European Utilities in particular. While the broader market (MSCI World index) lost steam and finished November with a small loss, the MSCI World Utilities carried the strong October performance (+3.0%) into […]
7th Annual Gabelli Funds – Columbia Business School Healthcare Symposium
Gabelli Funds and Columbia Business School co-hosted the 7th Annual Healthcare Symposium on November 14, 2025. The symposium addressed the future of multi-cancer screening, empowering beneficiaries through consumerism, developments in aging in place, and vaccine access and development. The panelists consisted of senior executives from both public and private healthcare companies, as well as […]
Reflections From The Past Decade + of Berkshire Hathaway Meetings
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 autonomously, while investment and capital allocation decisions are managed by Warren Buffett (95) and Greg Abel (63), with support […]
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 […]