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The Odlum Brown Research Blog

  • Conventional Political Wisdom is Often Very Wrong About Stocks

    By Murray Leith CFA, Executive Vice President & Director, Investment Research
    Friday, March 08, 2024
    When it comes to the 2024 U.S. presidential election, there is only one thing we can confidently proclaim: Watching the race will be exhausting and nauseating given the extent of political polarization in America.
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  • Nothing More to Add

    By Stephen Boland CFA Equity Analyst
    Thursday, November 30, 2023
    Many of us at Odlum Brown had the good fortune to witness Charlie in person at Berkshire’s annual meeting in Omaha. Some of us also attended his Daily Journal meetings in Los Angeles. I had the tremendous honour of meeting him at one of those events. Even well into his nineties, people flocked to hear him speak. His wisdom was deep and the lessons he shared are timeless.
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  • What’s on the Horizon in Health Care?

    By Steven Zicherman MBA, CFA, Equity Analyst
    Wednesday, July 05, 2023
    Cell-based pharmaceuticals, including certain flu vaccines, have been around for a long time. More recently, a new class of drugs has emerged – biologic therapeutics. Biologics are genetically engineered living cells used to produce helpful enzymes, organic acids, antibiotics, vaccines and proteins.
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  • Keeping an Eye on AI

    By Stephen Boland CFA Equity Analyst
    Tuesday, June 13, 2023
    Artificial Intelligence, or AI for short, has gotten a lot of attention in the investment community recently. Join Stephen Boland, Steven Zicherman and Trevor Chang as they talk about why AI is important, the technological developments happening in the field, and which companies may benefit from an investment standpoint.
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