Investor Essentials Daily

This firm has a massive asset on the books that has dragged down returns recently. However, it is in a prime position to monetize that asset and see returns get back to prior levels, or over double where they are now....

As one of the world’s largest companies, this firm hasn’t become successful by being a premier innovator, as some would think, but by being a premier fast follower....

Since the United States formally began inflation targeting in 2012, the best economic analysts in the country have failed to accurately predict inflation...

This activist investor has lived by Machiavelli’s mantra when dealing with the companies...

The “Internet of Things,” or IoT, has been a trendy buzzword in the world...

Moody’s says this homebuilder is a bigger risk now than they were in 2007...

‘Fad’ products and trends can cause investors to act irrationally and force the market...

Oil prices have been falling fast, and many investors are concerned...

This great investment has focused on investing in smaller things with bigger upside in both his personal and professional lives. The bet that small things can make big impacts has paid off for him for the past 50 years and more...

Last week, we talked about how sometimes whole industries are cheap, and that doesn’t make all of the names in it good investments...

Google’s transition from a partner to a competitor has become a major obstacle to many online firms, resulting in significant profitability pressure...

While the payment processing industry is notoriously profitable, not all segments of the market are able to share in that wealth....

With recent market volatility, many investors are overly focused on the short term when they should be focusing on long-standing macroeconomic drivers that will drive stocks....

This influential hedge fund investor has followed the same rules to become a world class poker player that he used to become a well-known hedge fund star...

When Valens started looking at bond-specific trades, rather than just credit for equity analysis, we found far more cheap...

When Valens started looking at bond-specific trades, rather than just credit for equity analysis...

Companies with low valuations and high returns can look like an attractive value investment, but looks can often be deceiving...

Sometimes, the stock market can give conflicting signals. For instance, when stock prices were bottoming out in 2008, the market’s P/E was at an all-time high...

We ran a piece in our Altimetry Daily Authority today, a daily report that we write for our individual investor clients today. For those interested, you can see what we normally write there, by clicking here...

Many utilities have struggled to reduce their carbon footprint without sacrificing profitability, and this firm has shown that renewable energy can lead to higher...