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VALENS RESEARCH'S UNIFORM ACCOUNTING FRAMEWORK IS THE FOUNDATION FOR BETTER
DECISION MAKING.


INSTITUTIONAL INVESTOR
RESEARCH SOLUTIONS

Valens offers solutions ranging from newsletters to full institutional support
for integrating Uniform Accounting data in your research process. Macroeconomic
research, fixed income idea generation, and long/short lists are all available
to help asset managers generate alpha for clients.

Learn More


OUR METHODOLOGY AND RESULTS

Even honestly prepared, standards-compliant financial statements fail to
accurately reflect the economics of the company preparing them. This isn’t an
indictment of CEOs or CFOs. This is an indictment of GAAP, IFRS, and everything
in between.

Current accounting guidelines allow companies to do all sorts of things to their
books, or even force management teams to make accounting electives that
misrepresent economic reality. That means investors using as-reported financials
to make decisions are leaving results up to pure luck.

The most successful investors of our generation know this, and are already way
ahead of the pack. They have been taking as-reported financials and making
adjustments for years, to make sure the numbers match reality. It’s the only way
to make money.

Now, Valens Research is bringing the same high-quality accounting adjustments to
all investors. We are bringing Uniform Adjusted Financial Reporting Standards,
or UAFRS, to everyone. Even individuals, or small advisors can get the same,
economically accurate financial data that some of the best investors in the
world are using.

Read More
 * 25,000+ Companies Covered & Restated to Uniform Accounting
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 * 70,000+ Professionals Reading Valens Research Monthly


BRINGING YOU THE INVESTOR ESSENTIALS DAILY


OUR HIGHLY-ACCLAIMED DAILY NEWSLETTER, BRINGING UNIFORM ACCOUNTING INSIGHTS
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SEE OUR MOST RECENT REPORTS HERE:

Jamie Dimon’s Weather Forecast Just Changed

Jamie Dimon gave investors a warning back in April. He saw some storm clouds on
the horizon, but he wasn’t sure whether they’d materialize....
Read More...

After a losing a third of its total gains through May, let’s see if this tech
fund can recover

In the last few years, we’ve seen how tech-heavy portfolios and disruptive
innovation investments have been dominating Wall Street...
Read More...

With used cars still at an all-time high demand, Copart is thriving

The pandemic forced businesses to close their offices and build systems that
enable their employees to work from home. As a result, people left big cities
and moved to suburbs, where the cost of living is lower...
Read More...

Credit ratings continue to discount the surging demand for oil and gas

Oil and natural gas prices have seen a rapid appreciation in recent months...
Read More...

Despite post-pandemic struggles, Netflix still sees strong returns

In the past few months, many of the winners of the At-Home Revolution are
starting to see their glory days come to an end. As people move on with their
lives away from their homes, all the things they spent their money on when
cooped up inside are no longer needed...
Read More...

From football clubs to board rooms, this fund takes on them all

Aggressive investors have often been mentioned in headlines in many financial
magazines and newspapers, with their ability to invest in distressed companies
and sell them for a significant profit...
Read More...

General Dynamics is taking off thanks to the rise in private jets

The unexpected restrictions that came with the pandemic put people back in their
homes, wildly curtailing the use of public transportation...
Read More...

Credit rating agencies need better information on ZoomInfo

Demand for data-driven insights and database solutions is at an all-time high.
As companies continue to build out their capabilities, data is the currency for
the next era of services...
Read More...

If crypto is the new gold, it’s time to look at the pickaxe sellers instead of
the miners

In a booming space like crypto, massive volatility levels can be understandable.
Recently, the market has been shaking due to the Luna crash and the Bitcoin
price falling down...
Read More...

Financial media made earnings out to be a bloodbath…Here’s how they are missing
the picture

First, it was the supply chain. Then it was inflation. Now, the news is harping
on a possible recession....
Read More...

Apple is making moves to envelop another industry

The FinTech industry in recent years has rapidly advanced, allowing companies to
create innovative ways to make traditionally inaccessible services more
accessible. With so much success, the industry has rightfully had large swaths
of inflows, and the Global X FinTech ETF has been one of the most effective ways
to track the industry....
Read More...

Without the right numbers, investors would never know Peloton is making money

Peloton (PTON) appeared to be one of the winners of the At-Home Revolution.
Everyone turned to its stationary bikes when workout classes and gyms shut
down....
Read More...

Concerned about surging resource prices and reduced demand, the credit rating
agencies consider Century Aluminum much riskier than reality

Rising natural resource prices, particularly aluminum, have people wondering
whether these prices can sustain themselves, or if materials are in a bubble....
Read More...

Even as technology stocks slide, the role of MaxLinear in the IoT means
improving profitability

In the past few months, many of the largest tech companies have seen a downturn
thanks to slowing growth, which has investors pessimistic around tech. But if
you look past the biggest names, there are still several firms doing well,
particularly those that support the Internet of Things (IoT)....
Read More...

Markets are getting stronger thanks to this changing debt metric

Currently, the talk of high rates is dominated by what impact it will have on
the housing market, as even small rate changes vastly impacts profitability...
Read More...

Strive is telling ESG investors to protect profits, not trees

ESG and impact investing have gained a lot of traction in recent years. In fact,
many investors are implementing mandates to invest in these companies....
Read More...

Pfizer just made its biggest acquisition in years… let’s understand exactly why

Pfizer, along with the other large pharmaceutical companies, has long justified
its sky-high drug prices on expensive R&D processes. Part of this cost is the
company doesn’t run its own R&D, instead let small companies do the hard work
before acquiring them...
Read More...

Spooked by rising interest rates, credit rating agencies make Forestar Group out
to be much riskier than reality

Rising interest rates have people wondering where the booming housing market is
headed...
Read More...

Expeditors International of Washington sees profitability climb as supply chain
constraints continue to be an issue

One of the most repeated headlines over the past few months is the endless
amount of supply chain issues companies are facing thanks to high demand and
shipping bottlenecks...
Read More...

Tiger Global lost more than two-thirds of their total gains…let’s see if further
troubles lie ahead

In March, we did a deep dive into a hedge fund manager who made his name by
investing in venture capital and high-growth technology stocks at the turn of
the centur...
Read More...


See all of our prior Investor Essentials Daily reports here...



NEWS AND EVENTS


UPCOMING EVENTS

See more events
 * 1July
   The Greatest Class Reunion Ever: Philippine Finance Career Super-Accelerator 
   Learn More


PAST EVENTS

 * 24June
   The Future of Global Consulting: What McKinsey Doesn’t Want You To Know 
   Learn More
 * 3June
   Da Vinci Stocks and Frauds: How to Beat the Market @ Hult Encore Event
   Learn More


RECENT NEWS

See more news
 * After horrible start to ’22, bonds are a different opportunity now
   Read More
 * Pandemic Profits Show Why Stock Bulls Ignore Old-School Accounting
   Read More
 * Money Life Show with Chuck Jaffe: Market Call
   Read More




TESTIMONIALS

 * “…a breakthrough that will change the way investing is done. It offers a
   simple and comprehensive framework for taking on today’s complex financial
   statements...”
   - Hitendra Patel
 * “There is a powerful, undeniable, link between earnings quality and business
   values - one very difficult to see without Uniform Accounting, UAFRS.”
   - Dave Daglio
 * “...provides a framework for placing any business discipline in the
   perspective of overall business strategy...”
   - Belverd E. Needles, Jr. PhD. CPA
 * “Uniform Accounting provides a needed solution—removing many of the
   inconsistent financial reporting policies. It creates a ‘level playing field’
   providing a far clearer view of the financial activity of a firm for
   investors, creditors, and other users of the financial statements.”
   - Ralph Nach
 * “The macro research has an unbelievable track record over 10 years, where I
   often disagreed...only to find out later they were right.”
   - Whitney George
 * “...insights are needed to connect core principles of wealth creation to both
   reported financial performance and firm valuations in the stock market.
   They've put it all together for you...”
   - Bartley J. Madden


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