The Lease to Own Industry
The BNPL industry has caught a lot of attention recently with firms like Afterpay and Affirm commanding nose bleed valuations. What...
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allcapbros
- Jun 14, 2021
- 9 min
Delta Apparel: Printing Apparel and FCF
Delta Apparel (DLA) is a vertically integrated apparel company that is composed of three segments: a manufacturer of basic and private...
allcapbros
- Apr 27, 2021
- 12 min
Pricer & SES Imagotag: The Players Digitizing Retail
The global retail sector is gargantuan, with about $30 Trillion in sales, the US makes up about 15% of this. The retail sector has been...
allcapbros
- Apr 6, 2021
- 7 min
Trends, Cycles, & Beanie Babies
We wrote about why macro is important for stock pickers in our last post. This inevitably brought us to a component of our macro analysis...