Investor Essentials Dailies Archive - Page 2 of 79 - Valens Research Archive - Valens Research

January 15, 2021

By continuing to live on the edge, this fund manager has followed a strategy that has made him billions of dollars, despite almost sinking his career numerous times

December 16, 2020

Rating agencies are calling for a 50% risk of default for this microcap wheelmaker, which appears too overblown

Some industries have thrived during the pandemic. One of these has been the consumer goods sector, as people have been unable to spend their discretionary income on experiences like travel.

December 15, 2020

This semiconductor company makes a mint supplying the 5G and self-driving car megatrends

Connectivity has been important during the pandemic. Two areas that are increasing connectivity are 5G and autonomous vehicles.

December 14, 2020

The M&A market is making a strong comeback… just not everywhere

There are two main ways companies can grow - organically and through mergers and acquisitions (M&A).

December 11, 2020

The pandemic has wreaked havoc on most quant funds, but this asset manager continues to find winners

Quantitative investing models can only go so far. They are limited to the data they have access to, which they use to predict future trends. When unexpected events occur, like the pandemic, it can throw these models for a loop.

December 10, 2020

While these auto companies may look similar on the surface, the difference is clear under the hood

Companies in the same sector can end up having completely different returns due to competitive advantages and differing strategies.

December 9, 2020

Rating agencies are missing the risk of this tottering strip-mall operator, leaving bond investors in the cold

Retail is usually one of the hardest hit sectors during a recession. People have less money to spend on discretionary items, negatively impacting retail store sales.

December 8, 2020

Uniform Accounting reveals how much the U.S. government is willing to pay for cyber defense

The threat of cyber attacks has spiked in recent years. While it’s overall a threat and a concern, it does create demand for increased cybersecurity infrastructure. Today’s firm is part of that movement.

December 7, 2020

These indicators show why we are confident in the health of credit markets

In addition to looking at aggregate Uniform Accounting data, we like to look at other indicators to have a holistic view of the market. Many equity investors fail to consider how the credit market and its signals can help us understand the stock market.

December 4, 2020

This professor is the Indiana Jones of finance, and Uniform Accounting shows how his fund is the holy grail of investment strategies

Much like Indiana Jones, this hedge fund titan has spent his fair share of time in the classroom, but what has really made him famous is his success in applying his knowledge in the field

December 3, 2020

COVID-19 made it tough to analyze the medical industry, further blurring this pharma giant’s real performance

The medical industry has been an interesting one to invest in this year. Hospitals have been overwhelmed, but many elective procedures have been postponed this year. It’s difficult to paint the industry with a broad brush as a result.

December 2, 2020

New trends in the battery market left rating agencies in the dark about this battery maker’s credit risk, Uniform Accounting lights the way

During periods of crisis, people tend to stock up on essential goods. We saw this during the pandemic when toilet paper was worth its weight in gold. During natural disasters, people make a similar run on

December 1, 2020

This snack giant is eating up the competition during the At-Home Revolution thanks to its irresistible brand portfolio

Breakfast has long been considered the most important meal of the day by dieticians. As the pandemic has forced people to stay at home, people now have more time to consume a full breakfast in the morning. Today’s firm is one of the pillars

November 30, 2020

Consumer credit remains a question mark this holiday season… here’s why low holiday sales might not be a bad sign

With the holiday shopping season here, it’s important to look at consumer credit health. Given how volatile this year has been, some investors are worried about how consumer credit could affect holiday shopping

November 27, 2020

This quant hedge fund used data science to make money during the Great Recession, and only Uniform Accounting can show how

Quantitative hedge funds have seen a boom in recent years as technology continues to advance. Artificial intelligence and machine learning have begun to take over the roles of many traditional hedge fund analysts.

November 25, 2020

Ratings agencies are blind for missing the real story in the insulation industry, leaving this company totally misunderstood

Some industries have thrived during the pandemic. One of these has been the home improvement sector, as consumers are spending more time in their homes.

November 24, 2020

Many consumer staples like soup are overlooked by investors, giving diligent investors an edge

Soup has long been the go-to food for people feeling under the weather. As the pandemic continues to accelerate

November 23, 2020

This insightful tool can help predict credit crunches before they happen… here’s what it’s saying today

Credit markets often hold the key to understanding the broader economy.

November 20, 2020

Kenneth Griffin turned this dorm room fund into the 11th largest hedge fund in the world, and Uniform Accounting shows us how

Factor investing involves using quantifiable attributes to explain and drive differences in stock returns. It has taken off over the past decade as computer algorithms become more advanced and can handle more data.

November 19, 2020

Investors overreacted to last week’s vaccine news, and this essential RV vendor took far too big a hit

During the pandemic, RVs and other vehicles sales skyrocketed, as families take control of their vacations. Today’s firm supplies the parts for these machines to keep the market running.

November 18, 2020

Rating agencies miss the mark again by pegging this door maker as a risky homebuilder

The fortunes of the real estate industry have significantly improved since the Great Recession. Firms related to home renovations have fared especially well.

Analysis

This investor’s big call on the pandemic led to a second record-breaking year

This investor’s big call on the pandemic led to a second record-breaking year

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