Corporate Insights

IPO of the Week: Floor & Decor

Founded in 2000, Floor & Decor is a private equity-backed specialty retailer of hard surface flooring and related accessories with warehouse-format stores. The company offers in-stock tile, wood, laminate and natural stone flooring along with decorative and installation accessories.

Nike + The Bull/Bear Line in the Sand

Today I want to start off with some great news. Why? Because there doesn’t seem to be very much of it being reported these days.

Nike + The Bull/Bear Line in the Sand

Today I want to start off with some great news. Why? Because there doesn’t seem to be very much of it being reported these days.

IPO of the Week: Store Capital

Founded in 2011, STORE Capital is an internally managed net-lease real estate investment fund (or REIT) in the acquisition, investment and management of Single Tenant Operation Real Estate (or STORE Properties).

IPO of the Week: Arcosa

Arcosa, Inc is a Dallas, Texas-based growth-oriented manufacturer of infrastructure related products and services in construction, energy, and transportation markets.

Value Brands May Present Short-Term Opportunity Versus Growth Brands

I don’t remember a time when the macro environment has received as much attention as it does today. Perhaps this is understandable given how weak global economic data has been and how much money has flowed into negatively yielding bonds.

Blackstone and Tallgrass Further Discredit the MLP Model

​To be an SEC-registered asset manager is to submit to extensive rules of behavior, all with the objective of protecting the clients. Where a...

Blackstone and Tallgrass Further Discredit the MLP Model

​To be an SEC-registered asset manager is to submit to extensive rules of behavior, all with the objective of protecting the clients. Where a...

Newsletter

Don't miss

Short-Term Noise Can Lead to Long-Term Opportunity

If you only take one thing from today’s writing, take this: storms are a sideshow to sunnier days.

Navigating Tariff Tangles: January 2025 HANDLS Monthly Report

The recent shift in tariff policies has added a layer of complexity to the economic landscape, potentially influencing market sentiment and investment decisions.

Private Markets: The Largest Mega Trend in Financial Services

There are several powerful mega-trends happening around the world. One of these trends is happening in the financial services industry and is still a game in the early innings.

Income Shines: November 2024 HANDLS Monthly Report

November proved to be a strong month for income-focused investments, with all sectors delivering positive returns despite market volatility.

Building a Winning Portfolio for Trump’s Second Term

Building a portfolio for a second Trump term means focusing on companies positioned to benefit from shifting regulatory priorities and trade dynamics.