Investor Essentials Daily

The biotech industry has been suffering in the stock market for around a year and a half. Its value almost halved from its highs in February 2021. But new drug approvals, an uptick in M&A activity, and investments from some high-profile healthcare hedge funds helped the industry gain back a small portion of what it lost...

America is built on constant innovation and improvement, and the latest statistics for venture capital investments prove it. Companies in many industries benefited from it, but one company stands out...

The supply chain supercycle is coming and the companies are getting ready to invest in their businesses. Usually, the safest way to invest in a trend is not in the companies on the front lines, but in the suppliers who will win no matter what...

As we’ve written in recent weeks, many of the issues our economy is facing today are the result of a massive demand spike following the COVID-19 pandemic....

Julian Robertson passed away last month. He was truly a legend in the hedge fund and investment management industry, creating the structure of the hedge fund we recognize today....

Statistics show that technology grows at a faster pace than ever before and spending follows. Government and businesses work together to improve and grant funds, which benefits the creators of technology, especially semiconductor companies...

As people spend more time at home, online shopping surged and even branded offerings have been blowing up...

Coal plants are being relaunched across the continent, and the good old nuclear energy debate is getting a second look....

The COVID-19 pandemic revealed the need to constantly innovate and upgrade healthcare, biotech, and pharma....

The shale renaissance and recent developments in Russia have pushed the United States to the front of the natural gas race. U.S. production has been on the rise and demand has followed suit, with European countries now depending on the U.S. for their energy needs as well....

The private equity model works great when debt is cheap. Now, with rates rising, there’s growing concern that Private Equity (PE) firms won’t be able to keep up. It’s threatening even the biggest players like Blackstone....

Lately, economists and news outlets everywhere have been pounding the table on a potential crash. Now that gross domestic product (“GDP”) has fallen for two consecutive quarters – the technical definition of a “recession” – their cries have grown even louder....

Investing in “meme stocks” was popularized last year with the massive short squeeze of GameStop (GME). While making investments in meme stocks, people usually join the crowd and try to profit...

Thanks to the unique geopolitical factors of 2022, the energy industry is experiencing a renaissance. At Valens, we have highlighted multiple O&G names, but we also recognize there is more to the industry than the drillers of the world...

The COVID-19 pandemic has brought on lots of changes, some temporary and others more permanent. One trend that appears to be continuing well past the lockdowns is eating more at home compared to restaurants...

SaaS and asset-light models have been overinvested in during the past few years. Spending is shifting elsewhere as investors realize these businesses aren’t a guaranteed return anymore and weak supply chains show where new spending will pay larger dividends...

Back in April 2020, we highlighted in our Market Phase Cycle how companies desperately needed cash to stay afloat...

Here at Valens, we always mention how as-reported numbers distort the true profitability of companies. A great example of how as-reported metrics mislead investors came out recently with Berkshire Hathaway (BRK.A)...