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:

The Big Apple is bleeding, but the market still has hope for this real estate business

Recovery from the pandemic has been huge in some markets, but New York City is not one of them. The city still lacks 176,000 jobs because of the At Home Revolution pushing folks out to the suburbs...

This company could be the medicine needed by the healthcare industry

The United States faces the highest inflation rate since the beginning of the 1980s and the healthcare industry is struggling with rising costs...

Proving all the critics wrong, this mobile growth platform’s profitability is off the charts

The biggest thing the market hates right now isn’t actually certain sectors, but businesses that lose money in a higher rate environment...

How the U.S. will win the next war

In World War II, the United States and the allies were able to prevail thanks to the unparalleled industrial power of the “Arsenal of Democracy.”...

This investing master shows why looking at credit is vital to understanding equities

Across the universe of equity investing, it’s all too common to miss a vital piece of analysis – understanding credit. Whether it’s equity or credit investing, investors should look at the company as a whole and understand both parts of the company....

Storms are knocking out infrastructure, but this company might have a solution

Extreme weather conditions become more common, especially in the U.S. These conditions have a very serious impact on our lives. People lose their homes, and infrastructure damage can take years to be rebuilt....

Rating agencies imply a bankruptcy risk to one of the biggest lingerie brands in the world

Victoria’s Secret (VSCO) is known for its famous fashion shows and its shining stores in almost every mall in the country. The company had some issues about its ownership in the last few years, but it still continues to be among the leading lingerie brands across the globe....

Mobile advertising has a new titan with this key merger

Over the last few years, the premier mobile game and app engine Unity (U) has been looking to integrate with an ad partner to bring the entire mobile game revenue stream “in house.”...

The effects of inflation and the Fed are now showing up in earnings

Our economy has spent much of 2022 digesting inflationary pressures. And the effects have started to show in recent quarterly earnings....

Hedge Fund Investments and M&A Activity Vitalized the Biotech Industry

The biotech industry has been suffering in the stock market for around a year and a half. Its value almost halved from its highs in February 2021. But new drug approvals, an uptick in M&A activity, and investments from some high-profile healthcare hedge funds helped the industry gain back a small portion of what it lost...

By never stopping its innovation pipeline, this company has stayed ahead of the competition

America is built on constant innovation and improvement, and the latest statistics for venture capital investments prove it. Companies in many industries benefited from it, but one company stands out...

Once again, credit agencies are blind to the supply chain supercycle

The supply chain supercycle is coming and the companies are getting ready to invest in their businesses. Usually, the safest way to invest in a trend is not in the companies on the front lines, but in the suppliers who will win no matter what...

As platform businesses grow each day, they’ll need this company more than ever

Platform businesses get more popular each day, with more and more reaching the headlines every year. As these businesses continue to scale up, their need for quality customer service and assistance grows exponentially...

Rising rates will be a painful ‘medicine’ for the economy to heal this year

As we’ve written in recent weeks, many of the issues our economy is facing today are the result of a massive demand spike following the COVID-19 pandemic....

A hedge fund legend passed away, but his legacy will live on

Julian Robertson passed away last month. He was truly a legend in the hedge fund and investment management industry, creating the structure of the hedge fund we recognize today....

Manufacturing is coming back to U.S. shores, benefitting names like Oshkosh

For customers to see prices come back to earth, it seems that some amount of reshoring is necessary, reversing the globalization trends of the past twenty years...

Credit agencies miss the vitality of this semiconductor company’s products

Statistics show that technology grows at a faster pace than ever before and spending follows. Government and businesses work together to improve and grant funds, which benefits the creators of technology, especially semiconductor companies...

The adventurers’ favorite is poised to become the investors’ favorite too

As people spend more time at home, online shopping surged and even branded offerings have been blowing up...

Europe gives a ‘green’ light for nuclear energy

Coal plants are being relaunched across the continent, and the good old nuclear energy debate is getting a second look....

This name brings Innovation and Biotech together, with impressive returns to show for it

The COVID-19 pandemic revealed the need to constantly innovate and upgrade healthcare, biotech, and pharma....

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CFA Society Atlanta – Stock Markets and Crises 2022 H2: Insights from Inside the Pentagon
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26September

Northeastern University – Stock Markets and Crises 2022H2: Insights from Inside the Pentagon
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22September

9/22 @Merrill Lynch: Markets & Crises 2022H2
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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:

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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