Investor Essentials Daily

The COVID-19 pandemic taught us just how important supply chains are. After the difficulties of the past few years, companies are now investing into their suppliers more than ever. We are calling this huge amount of spending the supply chain supercycle....

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The “At-Home Revolution” (AHR) was an often-covered topic here at Valens during the pandemic. Consumers massively shifted their spending to the home during the lockdown. But, with the world reopening and consumers going elsewhere, consumers are spending on trips instead of their homes....

A note from Joel & Rob: Every Monday for the next few weeks, we’ll spend some time digging into the similarities between the post-World War II U.S. economy and today. Keep checking back each week to keep up with our coverage of the timeline....

The last 13 years up until late 2021 were some of the best years for growth stocks in the past century. Low interest rates and asset-light business models that could scale for massive potential footprints meant growth opportunities were the apple of investors’ eyes...

The Russian invasion has caused a shift in macroeconomic dynamics around the world. We have talked before about how this could benefit the U.S. natural gas companies. Now there might be another winner...

Last year, we highlighted how the credit ratings agencies rated concert venue Live Nation as a risky credit. However, even when concert venues were forced to shutter their doors, the company was able to secure funding to keep the lights on through the lockdowns...

Over the last few years, few industries have seen as big of a renaissance as the homebuilding industry. After a decade of slow growth following the Great Recession, the pandemic and the At-Home Revolution sent the industry into its zenith as folks moved into the suburbs and needed homes...

A note from Joel & Rob: Every Monday for the next few weeks, we’ll spend some time digging into the similarities between the post-World War II U.S. economy and today. Keep checking back each week to keep up with our coverage of the timeline...

No matter how successful they have been recently, there will always be some people that’ll be remembered as legends of the investment industry. With such a success story of founding the world’s largest hedge fund from a two-bedroom apartment in New York...

Car dealerships are some of the most dynamic small businesses in the American economy. They employ a lot of people, create wealth for their owners, and are amongst the biggest ad spenders on local stations...

A few weeks ago, we highlighted how the credit rating agencies were failing to account for the surging tailwinds for NexTier, an equipment and services company in the energy industry....

The Internet has been one of the biggest parts of our lives from the dot-com bubble until now. It enables us to build upon our existing knowledge and connect with the rest of the world...

One may think that electronic sports competitions (Esports) are just a few years old. However, the industry roots back as old as 1972, when the students formed a video game competition for a game called “Spacewar” at Stanford University....

Back during the height of the At-Home Revolution, we highlighted the names that would benefit the most from the transition to the home. Uniform Accounting helped us find a name that was being misinterpreted by the investors because of the disruptions of as-reported metrics....

The media has clamored about skyrocketing crude oil prices in recent months....

As the weather gets hotter each day by the beginning of summer, everyone wishes they had a pool in their backyard....

Jamie Dimon gave investors a warning back in April. He saw some storm clouds on the horizon, but he wasn’t sure whether they’d materialize....

In the last few years, we’ve seen how tech-heavy portfolios and disruptive innovation investments have been dominating Wall Street...

The pandemic forced businesses to close their offices and build systems that enable their employees to work from home. As a result, people left big cities and moved to suburbs, where the cost of living is lower...