Corporate Insights

Buffett Finds Value in Shale

Warren Buffett likes the Permian Basin. This was clear from Berkshire’s (BRK) proposed $10BN preferred investment in Occidental (OXY) should they buy Anadarko (APC)....

Peter Lynch: Why his track record at Magellan was #1

There are lots of great investors. Everyone has short term wins but very few investors had the track record of Peter Lynch when he...

Peter Lynch: Why his track record at Magellan was #1

There are lots of great investors. Everyone has short term wins but very few investors had the track record of Peter Lynch when he...

Changing Chinese Consumption: An Opportunity for Alibaba and TenCent

The new era in Chinese domestic consumption offers a glimpse into the likely future of global retail patterns. More than $413 billion of goods...

Changing Chinese Consumption: An Opportunity for Alibaba and TenCent

The new era in Chinese domestic consumption offers a glimpse into the likely future of global retail patterns. More than $413 billion of goods...

IPO of the Week: The Trade Desk

Established in 2009, Trade Desk is an advertising technology company. Trade Desk provides a self-serve technology platform for ad buyers, which the programmatic advertising...

IPO of the Week: The Trade Desk

Established in 2009, Trade Desk is an advertising technology company. Trade Desk provides a self-serve technology platform for ad buyers, which the programmatic advertising...

Chevron Writes Shale’s Next Chapter

In the 1990s U.S. bankers were consolidating. My own career spans several bank mergers. Manufacturers Hanover merged with Chemical Bank in 1992, followed by...

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Navigating Tariff Tangles: January 2025 HANDLS Monthly Report

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Private Markets: The Largest Mega Trend in Financial Services

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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.