Investor Essentials Daily

Concerns over rapid inflation aren’t a new phenomenon....

2021 saw the market reach new heights, both in terms of profitability and efficiency. As we close out the first month of the new year, investors are clamoring to identify which firms will be the next great performers of the new year...

Here at Valens, we have talked frequently about the coronavirus and inflation. However, another issue that is at the forefront is the geopolitical unrest simmering in Russia and Ukraine...

Over the past few months here at Valens, we have been excited to talk about the upcoming capex supercycle, as it’s a huge driver of the upcoming bull market that news outlets are failing to talk about...

It’s no secret to great investors that as-reported financial metrics are unreliable...

News organizations and pundits are rife with speculation about the risks of inflation. Last week, markets took a tumble as the Fed talked about raising rates partly to curb excess inflation...

Since a landmark Supreme Court decision in 2018, sports betting has become legal in many states across the United States...

In Tuesday’s report, we talked about Cars.com and how car sales have spiked over the past year. Specifically, with shortages in new cars, used car prices have risen dramatically thanks to record-high demand....

It’s easy for investors to see a long-term trend coming over the horizon and move too quickly. In the case of dirty resources such as coal, investors are looking to the trends of green energy and are loath to buy into a “melting ice cube” as Warren Buffett would say....

It’s no secret to great investors that as-reported financial metrics are unreliable...

With a slew of companies going public in 2021, Renaissance’s IPO ETF became the year’s must-have ETF....

Here at Valens, we often talk about the upcoming capex supercycle in the United States, such as with Littelfuse earlier this month...

Over the past hundred years, music listeners have been using the radio to discover new artists and tracks. However, in the internet age many have decried the death of radio as an antiquated relic...

It’s no secret to great investors that as-reported financial metrics are unreliable...

This is the season of “best-of” lists, with last week being the Investors Essential Daily highlighting a few prescient economic calls and winning stock calls. Dealbook has already published its year in review for the largest deals of 2021...

Over the past decade, Tesla (TSLA) has single handedly changed the course of the automotive industry...

Here at Valens, we often talk about the upcoming capex supercycle in the United States, such as with Cleveland-Cliffs back in November...

Equity investors are always looking at long-term trends, as the power of owning stock is being entitled to the cash flows into perpetuity. This means it’s easy for long-term trends to be priced into stocks...

History has shown that the world’s greatest investors, past and present, understand the simple fact that as-reported financial metrics are unreliable...

With the new year, it appears the Federal Reserve has itself a New Year’s resolution: retiring the word transitory...