The (Bar)bell Curve: Looking at the Dispersion of PME Alpha by Private Market Funds
In past charts, we’ve discussed our PME (public market equivalent) engine and how it can be used to analyze a fund or group of...
3 Red Flags to Avoid the Snake Oil of ChatGPT Stock Pickers
There’s a popular but dangerous trend spreading even into reputable news sources: Articles about how ChatGPT has been used to...
Looking Back on a Chilly Year for IPOs, and Why 2024 Could Warm the Waters
The global IPO market continues to run cold. The final quarter of 2023 paces to be the softest Q4 IPO count since 2019 while the...
Building Products Housing Market Update
There are many macro and industry fundamentals that can move building-products equities. This article considers rates, mortgage...
Black Swan Risks and Valuation Gaps: The Struggles of Single-Asset Miners
While companies in most industries can relocate operations to jurisdictions advantageous to costs, availability of labour and...
U.S. Mergers & Acquisitions Monthly Review: October 2023
U.S. M&A deal activity increased in October, going up 8.5% with 1,219 announcements compared to 1,124 in September. Aggregate M&A...
2023 Tracks as the Weakest Buyback Announcement Year Since Before 2016
Wall Street Horizon has closely monitored the trend in corporate buybacks throughout 2023. It has been a bit like watching paint...
Playing the Long Game: Comparing VC & Buyouts Across Different Time Horizons
Within private markets, there’s often a focus on core metrics such as internal rates of return, multiples, and public market...
What’s behind the view in some pockets that artificial intelligence can make predictions? Can AI predict the future? When people...
9 Ways to Use Generative Artificial Intelligence Today
As businesses grapple with how to harness the impressive power of generative artificial intelligence, decision makers are asking...
US Mergers & Acquisitions Monthly Review: September 2023
U.S. M&A deal activity decreased in September, going down 12.6% with 1,033 announcements compared to 1,182 in August. However,...
Read-Throughs From Day 1 of Bank Earnings Season
Investment banking bounce: Debt underwriting revenues showed some strength as issuers adjusted to higher-longer. M&A bounced off...
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