Big Themes With RooJoo
We want to thank Roderick for joining us on Friday to chat thematics, ED and KEDM. We covered a TON of ground from nic pouches, to US automotive (Issue 237), to Long Vol names. As we typically do, we will get the recording up on the Video section of the website later this week. In…
Ice, Ice Baby
It’s been almost 6 weeks since the Big Beautiful Bill Act passed and most of the tax benefits for American businesses have been well discussed. 100% bonus depreciation on Capex and full tax deductibility of R&D are welcome benefits for US based businesses, but there are many niche provisions that have received far less coverage.…
August 17, 2025, Vol. 237
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