Investor Essentials Daily

It is important to understand how management members think about their own companies. They are the ones driving company performance, so any insight into their thinking is helpful...

One of the greatest investors of all time attributes most of his investing success to learning under a failed playwright...

We’ve mentioned time and time again how At-Home Revolution companies are winning during the pandemic. Products for your home are selling like hotcakes...

Some industries have thrived during the pandemic. One of these has been the consumer goods sector, as people have been unable to spend their discretionary income on experiences like travel...

Connectivity has been important during the pandemic. Two areas that are increasing connectivity are 5G and autonomous vehicles...

There are two main ways companies can grow – organically and through mergers and acquisitions (M&A)...

Quantitative investing models can only go so far. They are limited to the data they have access to, which they use to predict future trends. When unexpected events occur, like the pandemic, it can throw these models for a loop...

Companies in the same sector can end up having completely different returns due to competitive advantages and differing strategies....

Retail is usually one of the hardest hit sectors during a recession. People have less money to spend on discretionary items, negatively impacting retail store sales...

The threat of cyber attacks has spiked in recent years. While it’s overall a threat and a concern, it does create demand for increased cybersecurity infrastructure. Today’s firm is part of that movement...

In addition to looking at aggregate Uniform Accounting data, we like to look at other indicators to have a holistic view of the market. Many equity investors fail to consider how the credit market and its signals can help us understand the stock market...

Much like Indiana Jones, this hedge fund titan has spent his fair share of time in the classroom, but what has really made him famous is his success in applying his knowledge in the field...

The medical industry has been an interesting one to invest in this year. Hospitals have been overwhelmed, but many elective procedures have been postponed this year. It’s difficult to paint the industry with a broad brush as a result...

During periods of crisis, people tend to stock up on essential goods. We saw this during the pandemic when toilet paper was worth its weight in gold. During natural disasters, people make a similar run on...

Breakfast has long been considered the most important meal of the day by dieticians. As the pandemic has forced people to stay at home, people now have more time to consume a full breakfast in the morning. Today’s firm is one of the pillars...

With the holiday shopping season here, it’s important to look at consumer credit health. Given how volatile this year has been, some investors are worried about how consumer credit could affect holiday shopping...

Quantitative hedge funds have seen a boom in recent years as technology continues to advance. Artificial intelligence and machine learning have begun to take over the roles of many traditional hedge fund analysts...

Some industries have thrived during the pandemic. One of these has been the home improvement sector, as consumers are spending more time in their homes...

Credit markets often hold the key to understanding the broader economy...