Investor Essentials Daily

Investors often dislike government contractors for a reason. Accountability to Congress and the American taxpayer forces the federal government to save as much money as possible in its dealings with the private sector....

Inflation seems the only thing people are talking about in the wake of massive federal spending to float the economy through the pandemic....

Every investor should be waking up to the upcoming massive spending cycle for infrastructure and large physical assets...

The retail shopping experience in America and around the world has changed dramatically over the past 10 years...

After much fanfare, the current administration has finally passed the infrastructure bill that has been stuck in congress these past few months. This will act as a catalyst to the underlying need for U.S. corporations to finally invest in the capex they have been putting off for so long...

Biden just passed a historic infrastructure bill that’s going to help kickstart a massive wave of capital expenditure spending across the U.S....

Mergers and acquisitions (“M&A”) are a routine part of life in Corporate America....

The supply chain breakdown in the semiconductor business has shrouded the industry in a cloud of uncertainty. Equity investors don’t know where to turn, and we can’t blame them....

In the late 1990s and early 2000s, a wave of investor enthusiasm over the growing internet economy pushed scores of companies, many of which did not generate a single dollar of revenue, to multi-billion dollar valuations...

The global supply chain breakdown is a dominant theme throughout the business world right now. We at Valens hear about it constantly on almost every management earnings call...

David Tepper can move the markets with a single sentence. His reputation for predicting macroeconomic trends precedes him, and investors would be foolish not to pay attention to what he has to say...

Potential M&A rumors always make for great fanfare on Wall Street...

If you used to go to work wearing a suit, chances are that you don’t anymore. Today’s company stands to benefit enormously from this post-pandemic casualization trend...

Even those who created and oversaw corporate America’s accounting rules were aware of their inherent inconsistencies...

Here at Valens, we always spend some time digging through the S&P 500 Index’s website every month....

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...

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...