Investor Essentials Daily

At Valens, we often talk about the impact of credit and the credit cycle when discussing the direction in which the economy is going to go...

With deep knowledge in the world of mathematics and quantitative investing, this gentleman’s fund has had the strongest sustained returns of any investing great in the recent past...

Today’s company has made a massive business out of coronavirus testing...

With the increased demand for new home builds and renovations, lumber prices have skyrocketed...

Electric vehicles are a major disruption to the transportation industry. Not only will EVs change the types of energy we use, they will change the types of parts we need in our cars...

If you gave a credit investor a crystal ball in March of 2020 to look forward to a year, they wouldn’t believe the results...

Last May, we took a look at a hedge fund manager who took the grandfather of value investing’s teachings, and expanded them to generate impressive returns...

With a huge increase of homes built and sold in 2020, one of the secondary effects has been the need for more infrastructure to support these homes...

Despite facing many secular headwinds as a legacy TV broadcasting company, with new technology such as online streaming services, this company has remained resilient...

As the demand for cash has declined over the years, many investors suspect businesses involved in the ATM space are doomed for disaster...

With the Q1 earnings season well underway, investors can see a widening gap between the earnings being reported and the movement of the stock prices...

Julian Robertson’s unique investment philosophy gave birth to a new generation of hedge fund managers, often called the “tiger cubs.”...

With the technological advancements and innovations consistently taking place in the IoT space, the connectivity and strength of products has never been more important...

Many products like consumer goods have seamlessly transitioned online, due to a known brand name or other factors. People prefer to see jewelry in person prior to buying it, so the jewelry industry may be less affected by the shift towards online shopping and e-commerce...

As human resource roles are not as easy as most people think, many companies have entered the space to consult companies with their HR department...

Over the past few weeks, investors have been concerned about potential headwinds to the recent bull market...

Though this investment great recently passed, his legacy will live on in the mutual fund industry...

Although many dental practices and individual businesses in this area have struggled during the pandemic, this company has remained resilient throughout 2020...

Though most department stores and retailers have struggled to adapt their business around online shopping during the pandemic, some have prospered throughout this process...

While no two investors have the same opinions on investing philosophies or themes, one common belief is that the TV broadcasting business is a dying industry...