fstop123/E+ via Getty Images After a positive January, the market capitalization for new homes sales in the U.S. dipped ever so slightly in February 2022. Political Calculations’ initial estimate of the overall market capitalizaton of […]
nesneJkraM/E+ via Getty Images Last year we did a deep dive on water-related risk and proposed a framework to incorporate this data into the investment process. Here’s a quick recap what we found: The current […]
Digital Vision./DigitalVision via Getty Images Investment Thesis: In spite of consolidation in the past year, the potential for a strong rebound across the Brazilian travel market this year could lift the stock higher. Despegar.com (NYSE:DESP) […]
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