Investor Essentials Daily

Many investors follow traditional strategies when creating their portfolios. Some “value” investors focus on undervalued companies, while others focus on companies with massive growth trajectories...

As technology continues to change, it’s easy to drop the last generation and focus on the next trend. However, technology doesn’t disappear overnight. Adoption is often a messy process, and investors can often ditch a successful firm too early...

In today’s world, automation is progressing at an all-time high. As the world continues to change, one sure bet is the company supplying this automation wave...

Companies across the world have been forced to go digital so employees can work from home. For many companies, this step is well outside of their core competence. This company is making itself more valuable from supporting this now essential service....

While this hedge fund was the wrong side of history regarding the GameStop fiasco, it has many quality long-term positions...

Investors are blind to the true profitability of this chemical company. It services a tiny but essential niche, which has helped it generate strong earnings in the past...

The pandemic forced a reset to the auto cycle in America, and it’ll be unlike any we’ve seen before...

With new technology and offerings every year, people’s needs have only become more discerning. This tech firm has positioned itself well to be at the forefront of providing vital services...

To understand the equity markets, investors must have a solid grasp of what is occurring in the credit markets. Many investors turn to credit default swaps (CDS) as a solid indicator of credit health in the market...

In April 2020, we looked at one of the most successful hedge fund managers who helped create the hedge fund industry...

Today’s firm has been able to hold up against some of the biggest content creators thanks to its strong brand...

Some of the greatest innovations in the past have occurred by accident. It may be a good thing this type of success is much harder to repeat in today’s environment, though...

Utility firms tend to be boring but steady names for investors to park their money in. However, today’s company breaks the industry mold...

There’s a lot of talk that we’re entering a tech bubble similar to the one in 1998-2000. With the benefit of years to study the markets, we have a different view...

Investing in the tech industry can be lucrative, but only for the savviest investors. Industry knowledge and a rigorous investment philosophy are critical to avoid getting burned...

Despite yielding returns near the corporate average, investors are willing to pay a premium for today’s firm due to its secure cash flows...

The “At-Home Revolution” is still impacting countless industries, and we have been covering it since April 2020...

Over the past 10 years, some of the biggest investing gurus have moved away from gold and oil into another natural resource used by billions of people daily...

The term cabin fever originated during the settling of the frontier to describe those working deep in Northern Canada. Cabin fever is the mental or even physical ailments that arise when someone is cooped up in one place with little to do...

This investor opened my eyes to the credit world… and why all equity investors need to understand the credit market...