Our Insights
Insights
Our work focuses on the financial & business services, energy, healthcare, TMT, and special situations sectors. Our analysts conduct regular deep-dive research to uncover differentiated investment ideas, following threads wherever they lead.
Wanna Bet? California’s High Stakes Ballot Initiative Battle
By: Keegan Ferguson May 15, 2022 — While more than 30 states have legalized some form of the booming sports gambling market, California—the...
Echoes of the 80s: How Renewed Political Conflicts Impact Today’s Tech Industry
By: JB Ferguson May 9, 2022 — The Russian invasion of Ukraine in late February brought back for me vague memories of the mid-1980s, when the Iron...
FY22 Reconciliation Update: No News is Bad News
By: Max Reale May 1, 2022 — With less than a dozen working weeks before the Senate departs for their August recess, Senate Democrats have failed to...
The $900 Billion State and Local Government Opportunity
By: David Barrosse April 24, 2022 — One of the fastest-growing areas at Capstone is working with companies that sell to state and local governments...
For-Profit Education’s Coming Moment
By Jake ElSarhan April 12, 2022—Last week, Secretary of Education Miguel Cardona lamented the “missing million” of students who did not enroll in...
No Easy Button: Why Natural Gas Infrastructure Has to Get Done the Hard Way
By Josh Price April 5, 2022 One week before Russia invaded Ukraine, the Federal Energy Regulatory Commission (FERC) surprised the natural gas...
Congressional Response to Russia’s Ukraine Invasion Narrows to Energy Policy
By: Daniel Silverberg March 28, 2022 As the war in Ukraine rages on, Capstone believes Congress has largely spent its sanctions bullets and will...
From Death Panels to Duopoly: How Dialysis Coverage has Changed & Looming Risks for Providers
By: Grace Totman March 27, 2022 When the dialysis procedure was invented in the 1940s, patients with chronic kidney disease could finally breathe a...
Antitrust: Congressional Snail versus the Enforcement Tortoise
By: Ian Tang March 22, 2022 — For the last few years, technology policy has been defined by policymakers’ aggressive approach to antitrust...
