Insights
In-depth analysis of stocks across the market-cap spectrum.
Recent Equity Research Insights
-
Accounting Insights: Navigating Growth and Technology Trends
In this episode of William Blair Thinking Presents, global services analyst Andrew Nicholas, CPA, discusses findings from his team’s extensive inaugural survey of accounting services executives, covering industry dynamics such as organic revenue growth, technology use, and M&A trends.
-
Exploring Energy Economics With Dr. Carey W. King
Dr. Carey W. King from the University of Texas at Austin delves into the intricate relationship between energy systems, the economy, and the environment, exploring his innovative HARMONEY Model and discussing the critical role of energy in shaping macroeconomic policies and future sustainability.
-
William Blair Thinking Podcast – Monthly Macro: 2025 Kick-Off
In the first Monthly Macro episode of 2025, William Blair macro analyst Richard de Chazal recounts the numerous events that have shaped the economic landscape since the start of the year. He explores the implications of recent executive policies, the Fed’s decision to hold rates steady, the unusual behavior of Treasury yields, and what these developments mean for the economy as we move further into 2025.
-
We’re on IT: Navigating 2025’s Dynamic IT Services Landscape
In this episode of William Blair Thinking Presents, technology analyst Maggie Nolan, partner, CPA, dives into the latest trends in IT services, exploring the impact of generative AI, data infrastructure, and political influences on the industry.
-
Digital Health Update—No Longer Unicorns, But Phoenixes Abound
In this episode of William Blair Thinking Presents, Ryan Daniels, CFA, group head of the healthcare technology and services research sector, discusses the latest trends in the digital healthcare marketplace, focusing on consumer-facing solutions, the rise and fall of digital health companies, and the evolving investment landscape.
-
-
-
-
What Can Blue Whales, Shrews, and Megacities Tell Us About Energy Systems
In this episode of Plugged In, host Jed Dorsheimer engages with renowned theoretical physicist and author Geoffrey West, Ph.D., to explore the connections between biological scaling laws and economic systems, discussing how energy and network theories can provide insights into the growth and sustainability of cities and economies.
