Gabelli Radio

In this episode, Matt Brooklier discusses issues facing the commercial vehicles industry today, such as supply chain shortages, the efforts to make zero-emission commercial trucks, some insight into Traton, and more.

Join us on November 19th for Gabelli’s Third Annual Healthcare Conference, in tandem with Columbia Business School. The Gabelli healthcare team will be hosting a line-up of speakers including healthcare providers, payers, pharmaceutical companies, and academics. The conference will focus on some key areas, including Alzheimer’s care and treatment, new biopharma technologies, and data mining and AI in patient care. Click here (the ‘here’ should hyperlink to the event registration page) if you are interested.  Gabelli Funds, LLC is a registered investment adviser with the Securities and Exchange Commission and is a wholly owned subsidiary of GAMCO Investors, Inc. (NYSE: GBL).

Chris Ward, our Growth Team Portfolio Manager, provides insight as to current trends in the economy, such as inflation, the semiconductor shortage, and an outlook for 2022, and does a deep dive on select companies including Nvidia and Cloudflare.

Chris Mancini joins us to discuss the gold industry: what makes gold a great store of value, the reasons to invest in gold mining companies, recent changes in gold’s value and more.

Bart Rekucki returns, this time to discuss the elevator industry. Tune in for his stock picks, an explanation of technological changes in the industry, how the sector is structured, and more.

In this episode, Co-CIOs and portfolio managers Chris Marangi and Kevin Dreyer discuss changes to the m&a 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 < 1% -Madison Square Garden Sports – 5.46% -Madison Square Garden Entertainment – 5.82% -Aerojet Rocketdyne – 6.22% -Republic Services – < 1% -Evergrande – < 1% -Diageo – < 1% --Herc Holdings – 9.47% -Sony – < 1% -Universal Music Group – < 1% -Vivendi – < 1% -Grupo Televisa – < 1% -Q-rate retail – < 1% -Edgewell Personal Care – 5.67% -Netflix – < 1% -Comcast – < 1% -Charter Communications – < 1% -Liberty Broadband – < 1% -Liberty Global – < 1% -Genera

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

Justin Bergner explores who stands to gain from the infrastructure bill, does a deep dive on companies he finds interesting, and speaks about his thoughts on valuation."

In this episode, analyst and portfolio manager Sergey Dluzhevskiy speaks about the adoption of 5G technology, who benefits from it, it's capabilities, and more.

In this episode, Jing He speaks about her background as a chemist and analyst for the healthcare and biotech sectors, the effectiveness of the COVID vaccine, exciting new scientific and financial developments, and more.

James Dinsmore discusses the convertibles market, asymmetric returns, the effect of inflation on convertibles, and much, much more

In this episode, Jeffrey Jonas speaks about the effect of COVID and the Delta Variant on the healthcare industry, as well as how the sector is evolving to meet these threats. He also discusses political risk, exciting new technologies, why he likes the industry, and more.