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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...
For-Profit Education’s Coming Moment

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...


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