Investment Research
“Thought leadership should be an entry point to a relationship. Thought leadership should intrigue, challenge, and inspire even people already familiar with a company. It should help start a relationship where none exists, and it should enhance existing relationships.” -Daniel Rasmus
Latest Research
Luckbox (TSXV:LUCK) – Meet the Company
Esports offers an absurdly large number of betting opportunities.Esports bettors are a young and growing demographic – a generation that grew up with video games.Luckbox’s stock (TSXV:LUCK) is one of the few ways investors can invest in esports betting.
Luckbox (private) – Meet the Company
esports betting accelerated in 2020 as traditional sports leagues suspended matches but esports leagues continued. This is not a short term blip. esports bettors are a young and growing demographic that has grown up with video games. Today’s fans will be tomorrow’s bettors where as traditional sports bettors are a shrinking market. esports bettors require community and trust. Luckbox management’s esports and betting backgrounds, building of community, as well as an Isle of Man license that is one of the strongest for consumer protection are some reasons why Luckbox can dominate esports betting..
Luckbox (private) – Meet the CEO
esports audiences are surpassing those of traditional sports leagues, including NFL and MLB.esports betting could be a $12 to $15 billion business in 2020 and attracts a younger and growing demographic.Luckbox is a privately held esports betting firm.We spoke with Luckbox CEO Quentin Martin to learn about the opportunity.
Latest Research
Past Research
Esports offers an absurdly large number of betting opportunities.Esports bettors are a young and growing demographic – a generation that grew up with video games.Luckbox’s stock (TSXV:LUCK) is one of the few ways investors can invest in esports betting. esports betting accelerated in 2020 as traditional sports leagues suspended matches but esports leagues continued. This is not a short term blip. esports bettors are a young and growing demographic that has grown up with video games. Today’s fans will be tomorrow’s bettors where as traditional sports bettors are a shrinking market. esports bettors require community and trust. Luckbox management’s esports and betting backgrounds, building of community, as well as an Isle of Man license that is one of the strongest for consumer protection are some reasons why Luckbox can dominate esports betting.. esports audiences are surpassing those of traditional sports leagues, including NFL and MLB.esports betting could be a $12 to $15 billion business in 2020 and attracts a younger and growing demographic.Luckbox is a privately held esports betting firm.We spoke with Luckbox CEO Quentin Martin to learn about the opportunity. Capital markets regulations are pressuring traditional business models for producing investment research. MiFID II, for example, requires the separation of research costs and trading commissions. This resulted in less buy-side spending on sell-side research. Machine-generated research could be an attractive alternative across the broker dealer spectrum, especially in Europe where the discount broker business is evolving. MarketWall, AnalytixInsight’s stock trading and financial apps subsidiary, could be a big beneficiary from these trends. UGE International announced the sale of one of its completed solar projects (AND 3 new ones AND the completion of another). Last week, Sophic Capital wrote that solar projects under construction have sold for multiples much higher than what the market values UGE International. UGE’s project sale multiple shows that the market still undervalues the Company. Many businesses devastated by the pandemic can’t wait for a vaccine to be approved, manufactured, and distributed. Until any effective vaccine can prevent COVID-19, virus detection and contact tracing is the best intermediary method to protect people and stem the spread and help businesses to survive. Unfortunately, many experts believe COVID-19 won’t be the last global pandemic. Kontrol Energy’s BioCloud can detect airborne COVID-19 in real-time and has the potential to detect future viruses. The world breathed a collective sigh of relief at Pfizer and BioNTech’s announcement of a COVID-19 vaccine candidate passing phase 3 trials. While recent market moves signal that the risks from COVID-19 has passed, we believe that the virus could continue to impact the world for some time to come. Virus detection is the bridge between the cure and for controlling case loads. Investment research is under pressure. Capital markets regulations forcing the separation of “sell-side” investment research costs from trading fees is massively disrupting the business model for producing traditional equity research. Unless a broker invests in a team of analysts, the only way to provide equity research on thousands of issuers and ETFs is to leverage artificial intelligence and machine learning. CapitalCube by AnalytixInsight [TSXV:ALY; OTC: ATIXF] leverages artificial intelligence/machine learning to generate comprehensive company analysis on over 50,000 global equities and North American ETFs. Solar projects under construction sell for multiples much higher than what the markets value UGE International. In spite of the Blue-Wave that didn’t materialize in the 2020 U.S. election, solar stocks and the Invesco Solar ETF are hot. Why? Solar projects are hot due to government and utility incentives as well as an abundance of solar project financing. UGE International [TSXV:UGE; OTC:UGEIF], a community solar project developer and operator, is a way to invest in the growing solar energy theme. When it comes to optimizing enterprise operations, many people think about machinery, supply and manufacturing chain logistics, and leveraging cloud computing. However, optimizing employee performance is often overlooked. AnalytixInsight [TSXV: ALY; OTC: ATIXF] has AI/ML-based workforce optimization solutions that could surface near-term value via a partnership with IFS. Each day, humans create about 2.5 quintillion bytes of data (FYI: there are 18 zeros in one quintillion). By 2025, we will generate about 185 times more data. With adoption of ERP and CRM systems in the 1990s and cloud-based computing and IoT devices in the 2000s, enterprises are using artificial intelligence and machine learning (“AI/ML”) to unlock valuable insights from these big data sets. AnalytixInsight is a pure play AI/ML firm, against a backdrop where investors do not have many publicly traded small cap stocks to benefit from this secular theme.
Luckbox (TSXV:LUCK) – Meet the Company
Luckbox (private) – Meet the Company
Luckbox (private) – Meet the CEO
AnalytixInsight’s Hidden Value in an AI-Powered FinTech Play
UGE Sells Solar Facility Well Above Current Implied Valuation
Kontrol-ing COVID-19 As Solutions Progress
Promising Vaccine News, But Health Threat Remains
AnalytixInsight AI/ML Financial Services Platform
Sizzling Solar Project Valuations Bode Well For UGE
Solar Projects Are Shining Due to Strong Economics
Workforce Optimization
Extracting Value from Artificial Intelligence & Machine Learning