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The Latest from
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April 15, 2020
Highlighted Top Ideas: AL – Air Lease Corporation, LB – L Brands, Inc., TDG – TransDigm Group Incorporated...
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April 15, 2020
The Manitowoc Company, Inc. (MTW:USA) currently trades below UAFRS-based (Uniform) asset values, with a 0.8x Uniform P/B. At these levels, the market has muted expectations for the firm...
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April 14, 2020
Each week, the Valens Research team highlights our most interesting insights from across our tools and our analysis, including individual company, industry, and macro insights. Top Highlight: EA – Electronic Arts Inc., Other Highlights: GDDY, LOW, SBUX...
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April 14, 2020
GoDaddy Inc. (GDDY:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) earnings, with a 23.8x Uniform P/E. At these levels, the market has bearish expectations for the firm...
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April 13, 2020
Lowe’s Companies, Inc. (LOW:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) earnings, with a 20.3x Uniform P/E. At these levels, the market has bullish expectations for the firm...
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April 9, 2020
Each week, Valens focuses on several companies that were analyzed in the prior week, where material distortions caused by as-reported GAAP accounting need to be corrected to understand a company’s economic fundamentals.
Company Specific Highlights & Insights...
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April 9, 2020
DaVita Inc. (DVA:USA) currently trades near recent averages relative to UAFRS-based (Uniform) earnings, with a 17.6x Uniform P/E. At these levels, the market has bullish expectations...
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April 8, 2020
Highlighted Top Ideas: ADNT – Adient plc, IRM – Iron Mountain Incorporated, LH – Laboratory Corporation of America Holdings...
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April 8, 2020
Starbucks Corporation (SBUX:USA) currently trades near recent averages relative to UAFRS-based (Uniform) earnings, with a 31.8x Uniform P/E. At these levels, the market has bullish expectations for the firm...
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April 7, 2020
Electronic Arts Inc. (EA:USA) currently trades below recent averages relative to UAFRS-based (Uniform) Earnings, with a 17.2x Uniform P/E. At these levels, the market has bearish expectations for the firm...
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April 7, 2020
Each week, the Valens Research team highlights our most interesting insights from across our tools and our analysis, including individual company, industry, and macro insights. Top Highlight: TTD – The Trade Desk, Inc. Other Highlights: AMC, KLAC, MIDD...
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