Investor Essentials Daily

A history lesson can teach us about recessions....

Investors talk a lot about who will win the EV race. And while that’s an important discussion, the future of driving isn’t just about electric power. A lot of these companies are also racing to develop self-driving technology...

One of the best indications of companies seeing recovery after tough times is when they write off everything they can on their financial statements to get ready for the good times....

A few of weeks ago, we mentioned how rating agencies are biased towards pharmaceutical and biotech companies....

It is not uncommon for companies to undergo transformations to be more profitable and make more money...

here’s a website that many institutional investors follow religiously....

Emerging markets are always considered risky investments due to their political and economic instability...

After seeing the supply chain failures during the pandemic, governments and companies are ramping up their investments to prevent these issues from not happening again...

Some industries might be more cyclical than others, but it does not mean that every company in that industry will be doomed for bankruptcy...

Everyone adapted to a more casual way of living during the pandemic. Instead of going to offices dressed in business attire, we wore our pajamas and slippers...

Everybody gets reckless during good times...

For a long time, many technology companies have shown that the biggest thing they care about is growth. They mostly did this at the expense of profitability, but investors loved seeing charts showing the potential of exponentially increasing revenue....

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We have mentioned the distortions in as-reported accounting metrics numerous times. It misleads investors and hides the true profitability of companies....

Some boring businesses do not get the attention they deserve. There are lots of small but high-quality businesses that focus on a niche and keep bigger industries afloat....

One of the biggest winners from Silicon Valley Bank’s (“SVB”) collapse hasn’t been another bank....

As we’ve mentioned before, the US has been underinvesting in its infrastructure for many years...

Bill Ackman is undoubtedly one of the most talented fund managers of the last 20 years. He has been on the right side of huge bets mostly, which made him a fortune...

Pharmaceutical companies usually struggle in terms of profitability until they get a few drugs to the market...