Earlier this year, a tiny hedge fund waged war on one of the biggest corporations in the world, and won. But it wasn’t the sort of war you’d expect a hedge fund to wage...
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November 4, 2021
While the COVID-19 pandemic has cast a long shadow on many industries, those in the movie and entertainment business have been hit especially hard...
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November 3, 2021
Sometimes, when companies find themselves between a rock and a hard place, they take desperate measures to change their optics...
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November 2, 2021
It is no secret that the world’s greatest investors understand the simple fact that as-reported financial metrics are unreliable...
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November 1, 2021
A few weeks back, I was guest lecturing an advanced MBA-level accounting course at DePaul University...
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October 29, 2021
Starboard Value has a proven history of guiding corporate transformations that have been lucrative for investors...
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October 28, 2021
Over the past year, supply chain disruptions and labor shortages have left producers unable to meet resurgent demand coming out of the pandemic, placing strains on global markets and driving higher inflation...
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October 27, 2021
While we spend most of our time at Valens looking at equities, we understand that it’s important to look at the credit universe from time to time...
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October 26, 2021
The world’s most famous investors, from Benjamin Graham and Shelby Davis to Warren Buffet and Seth Klarman know that as-reported financial metrics are unreliable...
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October 25, 2021
Investors and the financial media are trying to decipher how long Federal Reserve Chairman Jerome Powell and the rest of the Federal Open Market Committee will tolerate higher inflation....
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October 22, 2021
Legacy energy companies have been on a tear this year, and investors are clamoring to get exposed to the space...
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October 21, 2021
As the world painfully experienced in 2008, a crashing housing market can lead to economic hardship, particularly for those at the lower end of the income spectrum...
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October 20, 2021 -
October 19, 2021
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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October 18, 2021
The last few weeks have been choppy for large-cap stocks. Investors have been set up for disappointment this earnings season, leading to short-term volatility....
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October 15, 2021
With a 153% return in 2020, Cathie Wood’s flagship ARK Innovation ETF became an overnight cult favorite...
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October 14, 2021
With the onset of the pandemic a year and a half ago driving a surge in home buying across the developed world, more and more people have spent money on home improvement projects...
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October 13, 2021
The Federal government has known for some time that American water infrastructure is crumbling beneath our feet. After years of talking, lawmakers are finally taking action...
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October 12, 2021
With 5G communications shaping up to be the next avenue of growth for wireless providers, it is no surprise to industry giants snapping up the wireless spectrum...
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October 11, 2021
Many news articles are floating around with sensational headlines about the 30-year mortgage rate “jumping” higher...
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