With a slew of companies going public in 2021, Renaissance’s IPO ETF became the year’s must-have ETF....
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January 13, 2022
Here at Valens, we often talk about the upcoming capex supercycle in the United States, such as with Littelfuse earlier this month...
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January 12, 2022
Over the past hundred years, music listeners have been using the radio to discover new artists and tracks. However, in the internet age many have decried the death of radio as an antiquated relic...
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January 11, 2022 -
January 10, 2022
This is the season of “best-of” lists, with last week being the Investors Essential Daily highlighting a few prescient economic calls and winning stock calls. Dealbook has already published its year in review for the largest deals of 2021...
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January 7, 2022
Over the past decade, Tesla (TSLA) has single handedly changed the course of the automotive industry...
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January 6, 2022
Here at Valens, we often talk about the upcoming capex supercycle in the United States, such as with Cleveland-Cliffs back in November...
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January 5, 2022
Equity investors are always looking at long-term trends, as the power of owning stock is being entitled to the cash flows into perpetuity. This means it’s easy for long-term trends to be priced into stocks...
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January 4, 2022
History has shown that the world’s greatest investors, past and present, understand the simple fact that as-reported financial metrics are unreliable...
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January 3, 2022
With the new year, it appears the Federal Reserve has itself a New Year’s resolution: retiring the word transitory...
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December 29, 2021
Back in April, we highlighted how the credit rating agencies were unfairly bearish on this massive jeweler with a powerful illusion of choice...
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December 29, 2021
With a 153% return in 2020, Cathie Wood’s flagship ARK Innovation ETF became an overnight cult favorite....
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December 28, 2021
In early 2021, the market was still full of irrationality. Early into the vaccine rollout, investors weren’t sure whether At-Home stocks were doomed, or if they still had room to run...
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December 27, 2021
As we find ourselves at the end of 2021, we want to highlight some of our favorite articles and see how they have held up over the past few months....
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December 23, 2021
The rise of cloud computing has been massively accelerated by the pandemic and the shift to working from home....
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December 22, 2021This supplier is crucial to booming industries, but the credit rating agencies are missing the story
Before jumping to invest in a new trend, investors need to think about if there may be other ways to get the same exposure....
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December 21, 2021
It’s no secret the world’s greatest investors view as-reported financial metrics as unreliable....
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December 20, 2021
Currently, the investor news cycle is being dominated by conversations around insider buying and selling. As these insiders are the closest to the company, eagle-eyed analysts love to speculate on the reasons they may be buying or selling stock...
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December 17, 2021
ETFs have dominated the pooled security market over the past few years, but there is now a threat to their dominance...
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December 16, 2021
No investor enjoys overpaying for a stock, especially if it underperforms relative to their expectations...
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