Investor Essentials Daily

It’s never a good sign when a company needs to change its name because of a scandal. But sometimes the company that emerges keeps what made it great, and can now leave behind the legacy of its prior poor decisions...

Despite approaching a year since the At-Home Revolution has impacted the globe, investors are still missing out on some of the home tailwinds powering companies through 2021. This company provides an essential home need that will continue to be in demand through the year...

Despite secular declines in TV viewership for years, this company’s market positioning has set it up for success...

This firm’s well-positioned business model has benefited from the large macroeconomic tailwinds occurring in the industry it operates in...

For years, investors had a simple rule of thumb to determine if the market was cheap. From asset managers to newscasters, it was an easy soundbite to repeat, and had enough basis in reality to anchor expectations...

Today, we look at how one of the greatest investors to ever live has performed since the onset of the pandemic...

Investors love to put their money behind long-term macro trends that promise to transform our world. Just a few of these include 5G or the Internet of Things (IoT). And yet, many investors neglect the companies supplying these trends...

Despite this firm’s valuable products and services, especially during the pandemic, rating agencies have an overly pessimistic outlook on this name...

In this market, investors are under the impression competitors are forced to fight tooth and nail for customers. Today’s firm has been able to dominate the space...

The real estate market has been blown open by the pandemic, with little sign of slowing down in 2021. Climbing real estate prices in a recession are unique, and it impacts spending in other related industries...

One of the most talked about acquisitions of recent history has been Amazon (AMZN) purchasing Whole Foods back in 2017. Investors were speculating why Jeff Bezos had gone so far outside Amazon’s purview...

100 years ago, electric power was a luxury for many city or suburban dwellers to power lights. Today, constant access to power is a necessity as employees work from home, students learn from home, and more...

One common phrase in the finance world is “Cash is King.” While historically true, many pundits argue that digital payments and currencies might change the game...

Inflation is a key part of equity market valuations. Without an ear to the ground on inflation, it’s easy to lose money at any stage in the market...

While the fund of funds structure can be incredibly profitable, it also means investors end up paying double the fees...

Of the industries surging during the pandemic, few have seen acceleration like the used car market. The “At-Home Revolution” has created a new class of car owners...

Many of the “experience” related industries have been slammed throughout the pandemic due to low levels of demand and unfavorable market conditions...

Heavy regulation is often associated with inefficiency, limited profits, and less attractive industries. Sometimes, government regulation has the opposite effect...

Over the past month, rates have swung wildly in both directions. Thanks to investor sentiment about inflation balanced with fears of hard times, rates are struggling to find an equilibrium point...