Investor Essentials Daily

Sometimes, when companies find themselves between a rock and a hard place, they take desperate measures to change their optics...

It is no secret that the world’s greatest investors understand the simple fact that as-reported financial metrics are unreliable...

A few weeks back, I was guest lecturing an advanced MBA-level accounting course at DePaul University...

Starboard Value has a proven history of guiding corporate transformations that have been lucrative for investors...

Over the past year, supply chain disruptions and labor shortages have left producers unable to meet resurgent demand coming out of the pandemic, placing strains on global markets and driving higher inflation...

While we spend most of our time at Valens looking at equities, we understand that it’s important to look at the credit universe from time to time...

The world’s most famous investors, from Benjamin Graham and Shelby Davis to Warren Buffet and Seth Klarman know that as-reported financial metrics are unreliable...

Investors and the financial media are trying to decipher how long Federal Reserve Chairman Jerome Powell and the rest of the Federal Open Market Committee will tolerate higher inflation....

Legacy energy companies have been on a tear this year, and investors are clamoring to get exposed to the space...

As the world painfully experienced in 2008, a crashing housing market can lead to economic hardship, particularly for those at the lower end of the income spectrum...

What was once a sleepy, cyclical industry is now experiencing historic tailwinds...

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

The last few weeks have been choppy for large-cap stocks. Investors have been set up for disappointment this earnings season, leading to short-term volatility....

With a 153% return in 2020, Cathie Wood’s flagship ARK Innovation ETF became an overnight cult favorite...

With the onset of the pandemic a year and a half ago driving a surge in home buying across the developed world, more and more people have spent money on home improvement projects...

The Federal government has known for some time that American water infrastructure is crumbling beneath our feet. After years of talking, lawmakers are finally taking action...

With 5G communications shaping up to be the next avenue of growth for wireless providers, it is no surprise to industry giants snapping up the wireless spectrum...

Many news articles are floating around with sensational headlines about the 30-year mortgage rate “jumping” higher...

The turmoil in U.S.-listed Chinese stocks over the past year or so, during which time some companies’ share prices have declined by more than 50%, came as no surprise to those who have long warned of the perils of investing in China’s not so open market...

Some people are declaring the “At-Home Revolution” to have come and gone. Their evidence? Ballooning valuations for companies that should suffer in the face of it...