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...
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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...
allcapbros
- Apr 4, 2021
- 7 min
Birkin & Same Day Delivery
Although the luxury goods industry has not yet reached that stage in online maturity, that could be a reality sooner than people expect....
allcapbros
- Mar 16, 2021
- 9 min
Iteris: A niche within a niche
Iteris is a transportation company that is a vertically integrated provider of hardware, software, and consulting services to the...