In this episode, Co-CIOs and portfolio managers Chris Marangi and Kevin Dreyer discuss changes to the mergers and acquisitions landscape, inflation and its effects on value investing, stock picks, and more. 

DISCLOSURE STATEMENT

Several companies were mentioned in this episode. GAMCO owns the following percentages of each company:

-Liberty Braves – 24.31% Series A, 4.73% Series C

-Nestle – less than 1%

-Madison Square Garden Sports – 5.46%

-Madison Square Garden Entertainment – 5.82%

-Aerojet Rocketdyne – 6.22%

-Republic Services – less than 1%

-Evergrande – less than 1%

-Diageo – less than 1%

--Herc Holdings – 9.47%

-Sony – less than 1%

-Universal Music Group – less than 1%

-Vivendi – less than 1%

-Grupo Televisa – less than 1%

-Q-rate retail – less than 1%

-Edgewell Personal Care – 5.67%

-Netflix – less than 1%

-Comcast – less than 1%

-Charter Communications – less than 1%

-Liberty Broadband – less than 1%

-Liberty Global – less than 1%

-General Motors – less than 1%

-Marcus Corporation – 5.06%

-Flowserve – 2.19%

In this episode, Kathryn Welling (co-author of Merger Masters with Mario Gabelli and author of Welling on Wall Street) discusses her experiences with merger arbitrage, the history and future of this space, and much more. Jeffrey Illustrato, Senior Vice President at Gabelli, interviews.

In this episode, analyst and portfolio manager Hendi Susanto goes over funds he manages, select companies he is interested in, provides an overview of Cybersecurity and chip shortages, and more

In this episode, Kevin Kedra discusses financial engineering in the healthcare and pharmaceutical sectors, current and upcoming trends in M&A, upcoming spin-offs and separations to watch, and more

In this episode, Macrae Sykes discusses updates on the asset management industry, industry consolidation, Interactive Brokers and Berkshire Hathaway, and more.

In this episode, Hanna Howard discusses trends in the packaging industry; especially the problems with PET plastic bottles, the rise of aluminum, the Ardagh Metal Packaging spin-off, and more.

In this episode, healthcare analyst and portfolio manager Sara Wojda discusses COVID-related changes to the healthcare sector, initial constraints affecting the industry, future demand for COVID testing and availability, and more.

In this episode, research analyst and associate portfolio manager Tony Bancroft talks about the commercial aerospace sector, including a history of the industry and major trends now and in the near future. He also goes into detail about Boeing and the future of defense spending.

In this episode, Judy Raneri discusses the current interest rate environment and the impact on Money Market Funds.

In this episode, Brett Kearney discusses proprietary recycling technology, the effect of COVID on the industry, major players, and more