Investor Essentials Daily

In the past, hedge funds would invest almost exclusively for high net-worth individuals. Today, a large portion of invested capital in hedge funds comes from endowments and pension funds...

This advertising company is able to use older technology to succeed...

It is important to look at a company’s debt obligations in addition to the macroeconomic environment, as external factors can affect a firm’s cash flows immensely...

The rise of quantitative, or quant funds, comes with an increased need for data. These funds use advanced algorithms to sift through huge amounts of data and attempt to pick stocks...

Using the same earnings call analysis we use to understand what the Federal Reserve and Federal Open Market Committee (FOMC) are thinking can provide investors with great insight on monetary policy...

Factor investing is an investment approach that uses quantifiable characteristics to build portfolios. There is little emphasis on individual stocks, but rather on repeatable processes in identifying “styles” to invest in...

This lighting company appears to be a boring, cost-of-capital business when viewed through the lens of as-reported accounting...

The “At Home Revolution” is boosting a wave of companies providing services and products to people staying or working from home more. These companies are seeing increased demand and stronger future...

This discount store operator has a unique business model and an incredibly loyal following among its customers...

It isn’t just corporate credit cycles that power economic and market cycles, it’s the entire credit market. It is important to follow both the consumer and corporate credit signals...

People often classify investors into two buckets. The first is growth investors looking for fast growing companies with high multiples. The second is value investors searching for underappreciated...

Today’s firm provides supplies for dental and medical practitioners across the country...

Looking at the total debt of a firm does not give investors a clear view about the company’s ability to pay obligations. It is necessary to look at when the debt matures and the company’s ability to pay with cash flows...

This food conglomerate has diversified its portfolio and set itself up for success during the “At-Home Revolution.”...

Historically, credit is the catalyst for economic cycles, both good and bad. A recession, outside of the current one, historically is caused by a lack of credit leading to credit, and therefore productivity destruction...

Modern Portfolio Theory has shaped understanding of asset allocation, due to its division of risk into idiosyncratic and systematic buckets...

As a leading supplier of lithium and lithium derivatives, today’s company appears well positioned to benefit from the surging demand for alternative energy sources...

One of our areas of focus at Valens is understanding how Incentives Dictate Behavior. This is the idea that people do what they are paid to do...

Today’s firm is the most recognized construction equipment company in the country...

Last week, we discussed the possibility of inflation impacting stock market valuations...