FA Alpha Daily:
Weekly Digest
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Happy Friday, everyone!
Yet another busy workweek is drawing to a close. So without further ado, let’s get into today’s FA Alpha Weekly Digest…
In case you missed out, here’s are the articles we published over the past few days: 👇
➡️ Corporate America has spent years getting the most out of old machines. But now, that’s changing, as PP&E is on the rise.
➡️ This mission-critical pharmaceutical distributor has delivered strong returns over the past few years. However, the market doesn’t expect returns for this firm to grow further.
➡️ Marketing your services isn’t just about great sales pitches. It involves a fair bit of listening to your prospects too.
➡️ Pitch decks are your best friend when pitching to prospects, presenting to peers, or even talking to longtime clients. Here’s why.
Here are other pieces of news that you might find interesting:
- The Big Beautiful Bill introduced a tax break that vacation rental owners are scrambling to make use of.
- Michael Burry (yes, the one who predicted the 2008 financial crisis) has made bets against AI yet again.
That’s all for today’s “Weekly Digest”. See you next week!
Best regards,
Joel Litman & Rob Spivey
Chief Investment Officer &
Director of Research
at Valens Research
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