Commodity prices are surging all over the world, a result of a demand-fueled economic recovery that is running up against tight supplies....
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December 1, 2021
While it may be difficult to take the shoes that Crocs (CROX) sells too seriously, apt investors are taking the firm and its textbook turnaround management story very seriously...
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November 30, 2021
Investors often dislike government contractors for a reason. Accountability to Congress and the American taxpayer forces the federal government to save as much money as possible in its dealings with the private sector....
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November 29, 2021
Inflation seems the only thing people are talking about in the wake of massive federal spending to float the economy through the pandemic....
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November 24, 2021
Every investor should be waking up to the upcoming massive spending cycle for infrastructure and large physical assets...
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November 23, 2021
The retail shopping experience in America and around the world has changed dramatically over the past 10 years...
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November 22, 2021
After much fanfare, the current administration has finally passed the infrastructure bill that has been stuck in congress these past few months. This will act as a catalyst to the underlying need for U.S. corporations to finally invest in the capex they have been putting off for so long...
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November 19, 2021
Biden just passed a historic infrastructure bill that’s going to help kickstart a massive wave of capital expenditure spending across the U.S....
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November 18, 2021 -
November 18, 2021
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November 17, 2021
The supply chain breakdown in the semiconductor business has shrouded the industry in a cloud of uncertainty. Equity investors don’t know where to turn, and we can’t blame them....
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November 16, 2021
In the late 1990s and early 2000s, a wave of investor enthusiasm over the growing internet economy pushed scores of companies, many of which did not generate a single dollar of revenue, to multi-billion dollar valuations...
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November 16, 2021
In the late 1990s and early 2000s, a wave of investor enthusiasm over the growing internet economy pushed scores of companies, many of which did not generate a single dollar of revenue, to multi-billion dollar valuations...
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November 15, 2021
The global supply chain breakdown is a dominant theme throughout the business world right now. We at Valens hear about it constantly on almost every management earnings call...
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November 12, 2021
David Tepper can move the markets with a single sentence. His reputation for predicting macroeconomic trends precedes him, and investors would be foolish not to pay attention to what he has to say...
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November 12, 2021
David Tepper can move the markets with a single sentence. His reputation for predicting macroeconomic trends precedes him, and investors would be foolish not to pay attention to what he has to say...
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November 11, 2021 -
November 10, 2021If you’ve ever worn sweatpants to a Zoom meeting, you understand something the rating agencies don’t
If you used to go to work wearing a suit, chances are that you don’t anymore. Today’s company stands to benefit enormously from this post-pandemic casualization trend...
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November 9, 2021
Even those who created and oversaw corporate America’s accounting rules were aware of their inherent inconsistencies...
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November 8, 2021
Here at Valens, we always spend some time digging through the S&P 500 Index’s website every month....
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