Today’s data platforms do not provide adjusted, forensically audited research to investment managers. They give users the lacking data so many on Wall Street struggle to deal with; research that is put together based upon distorted reported financials from companies, not cleaned up, Uniform data that has gone through extensive scrubbing and forensic screening.
GAAP accounting guidelines require companies to do all sorts of things to their books that have nothing to do with their real operations. Unfortunately, most, if not all research is produced based upon misleading figures. You know it. We know it.
Valens Research rips apart the financial statements of over 32,000+ companies globally, line by line, to uncover GAAP and IFRS distortions using UAFRS principles. We apply over 130 individual adjustments, cleaning up distortions related to R&D, Operating Leases, Stock Options, Excess Cash, M&A PP&E and Earnings, Goodwill, etc.
And only after we do all that work, do we start to do real research on what the data means for equity and credit investors, and asset allocators. Once we have that accurate data, we can start to identify which companies are compelling investment opportunities, digging into their strategy, market dynamics, and management execution.
This allows us to find stocks that can outperform the market. It allows us to find bonds that are safer than the market recognizes. And it allows us to warn clients about macro inflections before most investors are even aware change is in the air.
- See stock ideas outperforming the market on a regular basis
- See a consistent monthly macro report that’s been accurate
- Understand what big macro inflections we’re seeing right now that will directly impact your portfolio (and a stock we think is perfectly positioned for these changes)
Join us for a fast-paced, invite-only event designed to optimize your investment process. To learn more about uniform accounting, visit www.uafrs.org.Register for this Program