Investor Essentials Daily

The greatest investors in history make money by taking advantage of dislocations in the market. Many of those dislocations are created by human emotion...

Cybersecurity is becoming a bigger and bigger part of everyday life. As malware, ransomware attacks, and “hacking” become a bigger threat, defeating those that try to access our information is paramount...

For creditors, the size of a company matters. Larger companies have larger market caps, revenue streams and typically, asset bases...

The idea of networks has been a hot idea to invest in over the last few years. The reason makes sense since it transforms your business model...

With the stock market rebounding to almost pre-pandemic highs, and with massive amounts of new debt in Q1,...

Letter-writing campaigns not only allow grassroot activists to reach political representatives, it can also help activist investors influence company management...

Socially responsible investing or ESG investing has increased in relevance in recent years...

Investors often talk about the value of a spin-off for shareholders, yet spin-offs can be just as valuable for bondholders...

Startups generally have poor profitability, and therefore little to lose when they try new strategies...

Towards the end of Q1 2020, C&I loan charge-offs started rising across the U.S. That’s to be expected during the pandemic...

Howard Marks and Oaktree have been highly respected for years. Their strategy includes looking for a “knowledge advantage” to pick the best investments...

As the world starts to reopen, there will be winners and losers of what we are calling the at-home revolution. In fact, we even wrote a whole report on the companies we think will win...

As we’ve highlighted in past reports, a strong asset backing for debt does not always guarantee a firm the ability to refinance, especially if it is already highly levered...

Faced with shrinking growth opportunities, this company has been able to add another line of business by rethinking how to monetize its assets differently...

Management confidence peaked right when the economy did in February. March and April brought higher levels of uncertainty from management teams...

One of the most revered mutual fund investors of all time produced massive returns by embracing simple mantras like “buy what you know,” understanding the ideas behind GARP...

Transformative mergers rarely work out. The Time Warner/AOL merger was only unique due to the size of the failure, not due to the fact that it failed in the first place...

While equity investors look for upside to cash flows, credit investors just need to know that firms have the means to pay them back....

This company made a huge acquisition to expand its business and improve their operations. As-reported metrics saw this as a failure that destroyed the company’s value, hurting their returns....

The Senior Loan Officer Opinion Survey for Q1 2020 indicates that lending standards are tightening rapidly...