Investor Essentials Daily

Drug trials often fail to test women as frequently or rigorously as men. This can lead to serious consequences for drug distribution...

With the market meltdown in 2008, smart credit investors were able to make profitable trades that went against the rating agencies’ intuition. Some bonds were yielding equity-like returns due to massive dislocations...

Industry classification systems can be a simple way to identify a company’s peers. Investors need to tread lightly, though. While industry groups should provide useful peer groups, that’s not always the reality...

By continuing to live on the edge, this fund manager has followed a strategy that has made him billions of dollars, despite almost sinking his career numerous times...

Consistent price competition is a major obstacle to any commodity industry. Without sustained innovation, firms can expect to see their temporary competitive advantages deteriorate over time...

Products like pet supplies and gardening have thrived during the pandemic. With more free time than ever, people are looking for both companionship and extra hobbies...

Data storage has become increasingly complex in recent years. Today, a simple smartphone has more power and storage than some of the most complex computers in the world decades ago...

Sentiment is so important to understand. It comes in many shapes and sizes, and today, we will look at it from management’s point of view...

Activist investing has gotten a poor reputation in recent years. Much of this reputation comes from some activist investors looking for short-term profits, harming long-term shareholders...

E-commerce has seen its biggest rise ever during the pandemic. With many in-person stores closed, consumers are turning to online shopping to meet their needs. Companies with exposure to different aspects of the industry are thriving during this period...

Las Vegas is known as the gambling capital of the world. It has the highest concentration of casinos and the oldest location for legal gambling in the U.S. However, casinos exist in other parts of the country as well...

The commodity trading industry is a specialized part of the economy. The grain trading industry is an even more specialized niche. Today’s firm is one of the major players in this space...

Some individual investors look at institutions to get a pulse on the market. Large institutions often are the driving force between price swings, so knowing if they are buying or selling is helpful to stay current...

Investing in biotech companies is tricky due to the complex nature of the drugs and exclusivity rights. Companies bringing new products to market will often get a set period of time before generic alternatives can replicate the drug and enter the markets...

Some industries have thrived during the pandemic. One of these has been the homebuilding industry, due to more people moving to the suburbs. People are looking to leave cramped apartment buildings and want the space provided by suburban homes...

Today’s firm is a great example of how smaller investors are locked out of alpha thanks to GAAP metrics throwing off analysis...

Understanding business capacity is necessary to know where we are in the business cycle. It’s more than a measure of efficiency–it also provides valuable insights on growth prospects...

Cash management has long been a vital process for businesses. After making money, businesses must keep track of all the cash they receive from customers to avoid fraud or theft...

Asset-light business models are all the rage to investors these days. They tend to generate higher ROAs and can scale faster. However, capital-intensive businesses are often safer with steadier cash flows...

Customer relationship management (CRM) is essential for most companies. As such, there are many firms in the space helping companies manage their relationships with clients. However, the Healthcare sector has its own unique problems most CRM...