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...
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allcapbros
- Mar 1, 2021
- 6 min
Why is macro important for stock pickers? - Part 2
If you invested in Amazon in 2001 with this opinion and remained steadfast in your ownership, we are guessing you probably did okay. Even...
allcapbros
- Feb 1, 2021
- 6 min
2020 Recap and What’s Next – PART 1
In this monthly letter to begin the new year, we are hoping to offer you a look back at some of the worst days in market history and the...
allcapbros
- Jan 27, 2021
- 6 min
American Outdoor Brands: An Undervalued Spinoff?
American Outdoor Brands spun off from Smith and Wesson in July of 2020. AOUT is composed of both outdoor and gun accessory brands. Due to...
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