Despite the noise in recent years around fears of deglobalization, countries and economies around the world remain as interconnected as ever...
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July 26, 2021
The London Interbank Offered Rate has been in the news recently, as pundits discuss its relevance in today’s investment world, and whether it could be replaced...
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July 23, 2021
Among the hedge fund universe, Paul Singer’s Elliott Management employs some of the most aggressive tactics out there. Elliott has toyed with governments, uprooted the largest corporations, and struck fear into the hearts of management teams...
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July 22, 2021
In last week’s portfolio review, we highlighted portfolio manager Jeff Madden and his award-winning SMID Cap Fund (RMBMX) at RMB Capital...
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July 21, 2021
In a world without cash, companies need a quick, easy way to process payments – whether they be digital or in person...
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July 20, 2021
Data has become a vital resource to nearly every modern industry, and the financial services industry is no exception...
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July 19, 2021
Home prices are up 14.6% from a year ago. The At-Home Revolution has supercharged America’s housing market, particularly in rural markets...
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July 16, 2021
We at Valens work hard to cut through distorted as-reported accounting to deliver stock recommendations based on real economic conditions...
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July 15, 2021
The Internet of Things (IoT) promises to revolutionize transportation, manufacturing, data collection, and more. Smart investors are looking for places to put their money to work behind this compelling tailwind...
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July 14, 2021
Even as prices have moderated, demand for lumber is still around all-time highs as a shortage of homes for sale persists, and this company should continue to see its business surge higher in 2021...
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July 13, 2021
Logistics are increasingly important in a globalized interconnected world, and the healthcare industry is no different. An ever-growing number of new drugs and treatments can leave a hospital overwhelmed...
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July 12, 2021
Over the past forty years, the Federal Reserve has been able to keep the U.S. inflation level at a low consistent rate. This has been a boon for the stock market, keeping valuations high...
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July 9, 2021
Those who have seen the Showtime drama Billions but don’t have a deep working knowledge of the financial world may be surprised to learn the show actually does a good job of approximating the 1980s hedge fund universe...
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July 8, 2021 -
July 7, 2021
As America continues aging, healthcare is becoming a bigger, and more important, industry...
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July 6, 2021
Today’s company, Alexion Pharmaceuticals (ALXN), is an innovative pharmaceutical that specializes in rare-disease treatment, which offers a potentially great avenue for diversification of AstraZeneca’s existing portfolio...
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July 2, 2021
By continuing to live on the edge, Bill Ackman has followed a strategy that has made him billions of dollars, despite almost sinking his career numerous times...
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July 1, 2021 -
June 30, 2021
Here at Valens, we are cautious about recommending pharma and biotech equity investments because of the advanced industry knowledge required to succeed...
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June 29, 2021