Investor Essentials Daily

Past returns are not indicative of future performance...

Research and Development (R&D) is an investment that often has no tangible or recoverable value if it fails...

Bankruptcy risk goes beyond just examining short-term operational solvency. A prudent credit investor also has to take into account a firm’s liquidity...

This company highlights the power of the “shrink to grow” strategy...

Q1 was the S&P 500’s worst earnings quarter in years. So far, Wall Street analysts seem bullish that companies are already getting back on track for Q2...

Value investing has not been in vogue for some time, and this fund has benefited by deprioritizing value in its investment process...

Paperwork is one of the most important processes in healthcare, ensuring that all medical and patient records are tracked and kept. However, this is a tedious process that takes up so much time...

This company issued debt a year after its IPO and in the six years since, S&P has remained adamant that it is a high-yield name...

Due to their steady volume demand and lack of switching alternatives for customers, utilities are heavily regulated by governments to avoid price gouging, thus limiting their profitability...

In October, we looked at one of the greatest hedge fund managers of all time who took the grandfather of value investing’s teachings, and expanded them while generating impressive returns...

The coronavirus pandemic highlighted the struggle of healthcare workers and the shortage of PPE (Personal Protective Equipment)....

Consumer staples companies like those in the packaged foods and meats industry are thought to be safe, especially in this environment when everyone is stockpiling on longer-lasting foods. Even if there’s no demand for many discretionary goods, everyone still needs to eat....

The British East India Company helped open the door to global trade with China...

After the recent market skid, valuations and embedded expectations have fallen to their lowest levels in years...

This student of Reflexivity has taken 65+ years of financial market experience to master the idea of themes and macro investing...

Spices have been one of the most valuable commodities for a number of centuries, especially during the Age of Exploration...

Special items give companies a chance to separate one-off and unusual items from operating performance...

GE, Tyco, United Technologies. They’ve all spun-off massive parts of their business...

Most economic models agree we’re in the midst of our first recession in more than a decade...

This lawyer turned infamous investor has had CEOs and country treasuries shaking in their boots for decades, applying a legal activism philosophy to get his way and create shareholder value...