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Abnormal Returns
APRIL 15, 2023
nytimes.com) Chinook salmon fishing off the California coast will be called off until next spring due to low numbers. cnbc.com) Private investment in mental health and addiction care facilities is on the rise. nytimes.com) Dog owners are increasingly turning to fresh food options. nytimes.com) Is your pet bored?
Abnormal Returns
AUGUST 12, 2023
theweek.com) Travel The number of unruly air passengers has fallen since 2021. modernfarmer.com) Restaurants Franchise owners don't want to invest in-store dining space. theguardian.com) Food The case that food costs will continue higher. wsj.com) Why Tilray Brands ($TLRY) is investing in craft brewers.
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Abnormal Returns
APRIL 13, 2024
theconversation.com) The number of solar power sites using sheep to graze the grass are on the rise. eater.com) Food Are land trusts the solution to developers gobbling up farm land? slate.com) Women's sports The case for investing in women's pro sports. (theverge.com) Energy We need a bigger, better grid.
Abnormal Returns
JULY 29, 2023
modernfarmer.com) Herbal supplement Kratom is blamed for causing a number of deaths. theguardian.com) Food A new avocado breed is coming to market. huddleup.substack.com) Why league investments in ESPN would be a poisoned chalice. bloomberg.com) What are we to make of Saudi Arabia's investment in soccer?
Abnormal Returns
OCTOBER 15, 2022
theverge.com) Delta Air ($DAL) is investing in eVTOL maker Joby Aviation. scientificamerican.com) Gray whale numbers are in decline. scientificamerican.com) Food Consumers are trading down when it comes to groceries. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?
Brown Advisory
SEPTEMBER 6, 2022
Global Leaders Investment Letter: August 2022 mhannan Tue, 09/06/2022 - 10:48 Just want the PDF? Capital cycles appear when product shortages and subsequent high prices and rising return on invested capital (RoIC) are met by capital flowing into an industry to satiate the new demand. The key to this is analysis of the supply-side.
Abnormal Returns
MARCH 23, 2024
(sciencedaily.com) Food Why chef residencies are great. asia.nikkei.com) Sports JPMorgan Chase ($JPM) is forming its own investment banking team focused on sports. asia.nikkei.com) Sports JPMorgan Chase ($JPM) is forming its own investment banking team focused on sports. wsj.com) Coffee prices are on the rise.
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