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Spotlight Pirelli: Driving the Future of Intelligent Tires February 26, 2021

By Knowledge Leaders Team in Knowledge Leaders

Italy’s Pirelli is the only tire producer that sells exclusively to consumers. Today with more than 3,000 different models in stores, one area of breakthrough innovation is what Pirelli calls connected tires. The firm’s “cyber” technology strategy involves building sensors into the tire to collect…

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Inflation Here, There and Everywhere February 19, 2021

By Bryce Coward, CFA in Uncategorized

What a week for price data! We have been writing about the possibility of higher inflation for months now, most recently here. We have also highlighted the most likely assets to benefit from higher inflation like copper, oil and energy stocks. So far so good…

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Productivity, an Additional Case for Homebuilders February 05, 2021

By Bryce Coward, CFA in Uncategorized

There are a few ways to measure productivity. One simple way to measure productivity at the company level is to calculate sales per employee. Higher sales for the same number of employees obviously means each employee is pulling more weight. Profits are a byproduct. The…

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Small Trader Mania February 05, 2021

By Steven Vannelli, CFA in Markets

In which we discuss the recent small trader mania. Download slides here: Small Trader Mania Questions? Email us at investmentteam@klcapital.com.   Sign up for reports from Knowledge Leaders Capital.

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