Insights
In-depth analysis of stocks across the market-cap spectrum.
Recent Equity Research Insights
-
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.
-
Consumer Pulse: Unwrapping Holiday Spending Trends
In this episode of William Blair Thinking Presents, consumer analysts Dylan Carden and Phillip Blee discuss their team’s latest Consumer Pulse report, including holiday shopping trends, anticipated consumer spend, the popularity of gift cards, and the resilience of value and convenience retailers.
-
-
Solar Myths, Nuclear Truths, and the Future of Energy
Jed Dorsheimer welcomes Doomberg for an in-depth discussion on the complexities of renewable energy integration and its impact on grid efficiency, exploring the challenges posed by the variability of renewables, the resurgence of nuclear power, and the critical role of natural gas in bridging the energy transition.
-
Decoding the Fourth Law of Thermodynamics and Its Impact on the Economy
Jed Dorsheimer sits down with Andy Lees, founding partner of MacroStrategy Partnership, to explore the critical role of energy in our economy, touching on topics from renewables to inflation and the upcoming U.S. elections, and diving deep into the ways in which energy systems, economic growth, and social hierarchy intersect.
