Asset-intensive industries like telecom and cable require specific solutions to drive stronger returns....
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February 10, 2020
Many people today do not know the origin of basic finance terms we use today. From ‘long’ and ‘short’ to ‘bull’ and ‘bear’ markets, many...
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February 7, 2020
True greats in any field stand on the shoulders of fellow giants. Be it Plato building off his learnings from Socrates or this value investor,...
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February 6, 2020
As a leader in its space, this firm has been able to yield phenomenal returns by expanding its reach to as many...
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February 5, 2020
Today, we revisit one of the most interesting projects we’ve worked on since starting Valens: treating energy...
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February 4, 2020
This company is part of the legacy of one of the greatest roll-up artists of this generation, and most...
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February 3, 2020
Our focus on credit cycles is to make sure there is availability of corporate credit for companies to invest in growth. It is equally important to see...
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January 31, 2020
This informational advantage-based investor follows in the footsteps of other investing greats. He also comes from one of the greatest banking dynasties ever, always focusing on being one step ahead of the market....
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January 30, 2020
Despite never eclipsing its largest rival, this company has been able to enter new markets by leveraging a strong portfolio of brands....
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January 29, 2020
The equity markets rewarded this company after a risky bet paid off, sending the stock three times higher over the last three years....
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January 28, 2020
50 years after its beginnings, some investors would be forgiven for thinking this company continues to be focused on passion projects. After all, that’s how it got its start…...
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January 27, 2020
The great Ben Graham, father of value investing, talked in The Intelligent Investor about the importance of Earning Power for understanding in which companies to invest...
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January 24, 2020
This investor taught me to open my eyes to the credit world… and its power when viewing the equity markets...
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January 23, 2020
This company was the test case for a brand new business model that transformed its market...
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January 22, 2020
This company has repeatedly been taken private and then gone public. Risk averse credit rating agencies are focusing on that risk and refuse to rate the company as...
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January 21, 2020
Tailwinds for this market with continued growth in the high frequency world, and cloud storage and SaaS solutions across all sectors mean that the market thinks this...
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January 17, 2020
When the most secretive organizations in the world decide to publish their data, it often draws a lot of attention...
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January 16, 2020
This company has been a prime example of how selling more stuff to more customers can lead to a sustained business transformation...
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January 15, 2020
The bond market has consistently been overly pessimistic about this company’s outlook, pricing it for its business to be wiped out...
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January 14, 2020
For many investors, relative performance and relative valuation analysis are key to knowing which stocks look expensive and cheap...
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