Gabelli

Theses · 17

• National Fuel Gas

  March 2026

  National Fuel Gas is a utility and E&P company with valuable Appalachian gas reserves, free cash flow, and PMV upside.

  Read the full thesis→
• Albany International

  March 2026

  Albany International combines mature paper-related assets with high-growth aerospace composites and potential value-unlocking separation.

  Read the full thesis→
• AMETEK

  March 2026

  AMETEK is a global industrial technology company focused on operational excellence, innovation, expansion, and acquisitions.

  Read the full thesis→
• Globus Medical

  March 2026

  Globus Medical is a fast-growing musculoskeletal company with technology-driven innovation in orthopedics.

  Read the full thesis→
• Chugoku Marine Paints

  March 2026

  Chugoku Marine Paints is a dominant marine coatings company with strong ROE and shipbuilding tailwinds.

  Read the full thesis→
• Amphenol

  March 2026

  Amphenol is a mission-critical interconnect and sensor leader with fragmented markets, acquisitions, and secular growth tailwinds.

  Read the full thesis→
• Morgan Stanley

  March 2026

  Morgan Stanley is a scaled global investment bank with a fee-oriented model and strong competitive positioning.

  Read the full thesis→
• NextEra Energy

  March 2026

  NextEra Energy is a utility leader with above-average EPS growth, large-load demand, and a diversified capital program.

  Read the full thesis→
• Evergy

  March 2026

  Evergy is a regulated utility with a large load pipeline and accelerating EPS growth potential.

  Read the full thesis→
• Deutsche Boerse AG

  September 2025

  Deutsche Boerse AG is a leading financial infrastructure provider in Europe poised to benefit from increased investment flows and long-term trends in market centralization and electronification.

  Read the full thesis→
• Nitto Boseki Co., Ltd.

  September 2025

  Nitto Boseki Co., Ltd. is a leading manufacturer of specialized glass cloth for printed circuit boards, holding an 80% market share, but faces potential long-term risks from competitors expanding capacity.

  Read the full thesis→
• Polar Capital Holdings plc

  September 2025

  Polar Capital Holdings plc is a London-based active asset manager focused on thematic strategies, recently reporting £26.7bn in AUM, driven by strong fund performance and a favorable environment for active management.

  Read the full thesis→

• Rheinmetall AGSep 2025
• Textron Inc.Sep 2025
• Evergy Inc.Sep 2025
• National Fuel Gas Co.Sep 2025
• Tesla, Inc.Sep 2025

Letter archive · 5

Funds · 4

• Gabelli Funds2
• Gabelli 2026 FIFA World Cup Overview & Investment Opportunities1
• Gabelli Global Growth1
• Gabelli on Global Cement Industry1