allcapbrosJul 15, 20219 minThe Lease to Own IndustryThe BNPL industry has caught a lot of attention recently with firms like Afterpay and Affirm commanding nose bleed valuations. What...
allcapbrosJun 14, 20219 minDelta Apparel: Printing Apparel and FCFDelta Apparel (DLA) is a vertically integrated apparel company that is composed of three segments: a manufacturer of basic and private...
allcapbrosApr 27, 202112 minPricer & 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...
allcapbrosApr 6, 20217 minTrends, Cycles, & Beanie BabiesWe wrote about why macro is important for stock pickers in our last post. This inevitably brought us to a component of our macro analysis...