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...
allcapbrosApr 4, 20217 minBirkin & Same Day DeliveryAlthough the luxury goods industry has not yet reached that stage in online maturity, that could be a reality sooner than people expect....
allcapbrosMar 16, 20219 minIteris: A niche within a nicheIteris is a transportation company that is a vertically integrated provider of hardware, software, and consulting services to the...