Valens Research's Uniform Accounting framework is the foundation for better decision making.

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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.

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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.

25,000+ Companies Covered & Restated to Uniform Accounting
300+ Institutional Investors Reading UAFRS Research
70,000+ Professionals Reading Valens Research Monthly

Bringing you the Investor Essentials Daily

Our highly-acclaimed daily newsletter, bringing Uniform Accounting insights right to your inbox. You can sign up for this free newsletter here.

See our most recent reports here:

As-reported metrics make Equifax look far less profitable than reality

...

The credit rating agencies might want to check out Momentive Global’s data collection services

Forming strong relationships with friends and family has long been the foundation for a happy life...

Healthcare professional shortages mean stronger returns for AMN Healthcare Services

Thanks to lingering impacts of the pandemic and high turnover rates, the demand for employees in the healthcare industry is through the roof. Companies like AMN Healthcare Services (AMN) can help fill this need by offering temporary employee solutions...

Management teams aren’t worried about a recession, and you shouldn’t be either

Normally, the statement “the economy contracted this quarter” generates a lot of buzz, including several days of headlines and a pullback in the stock market...

With Cathie Wood’s stock picks losing steam, let’s see if she can get her golden touch back

Cathie Wood made a name for herself in the past couple of years as the market surged to new highs, and many of her previously vilified names skyrocketed even higher than the market to previously unimaginable levels....

As-reported metrics make Lululemon look like just an average company rather than a trendsetter

Nowadays, athleisure rules the fashion world. Customers look for trendy outfits that they can wear while going out with friends and hitting the gym. Combining style and functionality, athleisure wear is the rising star of the apparel industry....

Credit markets still think LGI Homes’ debt is a house of cards waiting to collapse

In the past few years, one of our favorite stocks was LGI Homes (LGIH) because of booming tailwinds in the housing industry. It was a darling stock as it rode massive industry growth to reach new heights in its business....

Cricut supported the crafting renaissance in 2020 Crafting Cricut’s profits rocketed when everyone was stuck at home and is capitalizing on its moment

During the pandemic, many people turned to new hobbies to keep themselves busy, including crafting. One company at the center of crafting is Cricut (CRCT)...

Consumer balance sheets aren’t only strong, they are ready to fuel more growth

With recent inflation being driven by demand side spending, many analysts fear that consumers are putting too high a balance on their credit cards and exposing themselves to a downturn....

Here’s what sets Stephen Curry and Bill Ackman apart

When it comes to taking big shots on a basketball court, there are very few that you would trust more than Stephen Curry...

GAAP accounting misses that Fiserv is at the heart of the monetary revolution

Over the course of history, physical currency in some form has been a staple of civilization and trade, allowing for the seamless exchange of goods and services. Now, the internet is allowing currency to take the next step...

Dillard’s looks to be the model for the department store of the future, while rating agencies are stuck in the past

Retailers who invested heavily in online stores have seen this investment pay off in online customer growth and profitability improvement over the last two years. A great example of this is Dillard’s Inc. (DDS),...

Cerence sees strong profits by connecting cars to the internet

With cars becoming more advanced, it has become essential for technology that better integrates vehicles with the rest of the world. That’s why demand for products like Cerence’s mobility platform has exploded...

Supply chains remain infected even as the pandemic abates

Struggling to find toilet paper and standing desks in the early days of the pandemic was only the beginning of the supply chain shortages we’ve experienced over the past two years...

The Baupost Group just had its best year in nearly a decade… Here’s how the fund is set up for 2022

Last May, we did a deep dive into a hedge fund manager who took the grandfather of value investing’s teachings, and expanded them to generate impressive returns...

For investors looking to ride the cloud storage boom, look to names like NetApp

Investors looking to follow technology trends like 5G, which we highlighted in yesterday’s Investor Essentials Daily, should also be following the explosion of cloud storage...

How 5G implementation will help Ciena prove the rating agencies wrong

As the world continues to move on to the next generation of telecommunication technology, huge investment is needed to build 5G infrastructure...

Losing the “quarantine 15” means turning to diet players like Medifast

With folks returning to the office and re-entering their normal routines, many have been working over the past two years to lose that pandemic weight gain...

Understanding if long-term inflation risk is driving the market downward

The current news cycle is dominated by inflation, with investor fears for the future dominated by the potential hyperinflation experienced by Germany or Zimbabwe rocking the dollar today...

With the housing shortage on everyone’s minds, let’s see if housing supply or demand will drive the market

Home builders and home renovation companies experienced a dramatic increase in demand during the at-home revolution, spurred by folks moving out of cities during the pandemic...

News and Events

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27May

Da Vinci Stocks and Frauds: How to Beat the Market @Hult
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Past Events

19May

The Financial World Needs Great Accountants More Than Ever: A Special Session of the CPA and Finance Accelerator Program for PUP Students and Graduates
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6May

Why the Fed can’t kill the US Industrial Renaissance
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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

Valens Research's Uniform Accounting framework is the foundation for better decision making.

Institutional Investor
Research Solutions

Our Methodology and Results

Bringing you the Investor Essentials Daily

Our highly-acclaimed daily newsletter, bringing Uniform Accounting insights right to your inbox. You can sign up for this free newsletter here.

See our most recent reports here:

News and Events

Upcoming Events

Past Events

Recent News

Testimonials

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Valens Research's Uniform Accounting framework is the foundation for better decision making.

Institutional InvestorResearch Solutions

Our Methodology and Results

Bringing you the Investor Essentials Daily

Our highly-acclaimed daily newsletter, bringing Uniform Accounting insights right to your inbox. You can sign up for this free newsletter here.

See our most recent reports here:

News and Events

Upcoming Events

Past Events

Recent News

Testimonials

As seen in...

You don’t have access to the Valens Research Premium Application.

Please fill out the fields below so that our client relations team can contact you

Institutional Investor
Research Solutions