by Anthony Valencia, CFA | Feb 14, 2021 | Uncategorized
East Los research and tech-enabled value proposition East Los Capital was recently featured in the monthly interview that Trivest Partners conducts with one of its independent sponsor affiliates. Trivest Partners is a leading Private Equity firm and the oldest in the...
by Anthony Valencia, CFA | Mar 19, 2020 | Markets
East Los Capital’s Thoughts & Perspectives on Markets That we live in interesting times cannot be understated. On Monday, the VIX recorded its highest level (83.56) since the 2008 crises. The VIX is widely known as the “fear gauge” and reflects market volatility...
by Anthony Valencia, CFA | Feb 10, 2020 | Uncategorized
Quarterly results from the mega cloud providers: Not as “cloudy” as thought Over the past several quarters, Wall Street has been laser focused on signs of slowing growth amongst the hyperscale cloud providers. In recent quarters, these tech giants represented by...
by Anthony Valencia, CFA | Feb 7, 2019 | News
Investors, don’t forget the research For close to a decade, public and private market valuations have levitated with only momentary dips in the road, as central bank liquidity fueled asset prices. In the public markets, “old fashioned” asset allocation and...