Coming out of the pandemic, companies across the U.S. have been roaring back to a reopening economy, and investors are buying into the new world order...
Read More
-
June 11, 2021
We often write articles about the top investors in their respective fields–from value and growth investors all the way to quant funds and high-frequency traders...
Read More -
June 10, 2021
While the major semiconductor chip shortage has created butterfly effects across numerous other industries, this one company views the situation as a major opportunity...
Read More -
June 9, 2021
As oil prices begin to rocket back, there is an opportunity for this company to recover, after years of little demand...
Read More -
June 8, 2021
Today’s company has done well in the market over the last few days, thanks to it passing a major milestone for the social media industry...
Read More -
June 7, 2021
After an investigation, it looks like America has failed to make the infrastructure grade...
Read More -
June 4, 2021
Innovation, from technological advances to brand new corporate structures, is the driving force transforming the U.S. in the next wave of industrial automation....
Read More -
June 3, 2021
With the collapse in value of many cryptocurrencies due to Elon Musk’s tweets, there has been a significant opportunity for clean energy companies to save the day...
Read More -
June 2, 2021
Smart investors always have an ear to the ground to be aware of current events, to protect a portfolio from risk, or lean into a potentially evolving trend....
Read More -
June 1, 2021
With new leadership presenting robust business strategies, investors may suspect nothing could go wrong for this company, especially as the name is already trading so cheaply...
Read More -
May 28, 2021
Value investing has not been in vogue for some time, and this fund has benefited by deprioritizing value in its investment process...
Read More -
May 27, 2021
Every year, we teach a course on how to look at the best companies in the world, and we teach another on how to value stocks from the perspective of the best investors...
Read More -
May 26, 2021
With people spending more time and money at home, consumer staples companies have seen sustained demand, and they are projected to continue on this trend...
Read More -
May 25, 2021
The spotlight of the Internet of Things (IoT) is on the tech giants like Amazon and Google that are creating consumer-facing products and software...
Read More -
May 24, 2021
After the stock rally in the second half of 2020, markets have begun to cool throughout 2021…even though the first quarter of 2021 has been one of the best earnings seasons for management teams on record...
Read More -
May 21, 2021
As our society becomes more cognizant of the impact we have upon the planet, the interest in and demand for ESG (environmental, social, and governance) themed funds and companies has skyrocketed...
Read More -
May 20, 2021
This company has been able to survive the pandemic despite operating in a competitive industry with many macroeconomic tailwinds. But can it now thrive in a post-pandemic world?...
Read More -
May 19, 2021
Up until last year, there were no investment grade companies in the independent power industry. Just recently, one company in this industry saw its credit rating upgraded into the investment grade world...
Read More -
May 18, 2021
In the height of the pandemic, the market was only fixed on news that could be directly correlated to the lockdown orders or treatment. This meant only one offering from this company was talked about, and the rest forgotten...
Read More -
May 17, 2021
At Valens, we often talk about the impact of credit and the credit cycle when discussing the direction in which the economy is going to go...
Read More