Featured Top Idea
DAL – Delta Air Lines, Inc.
Trade: Buy 2024 2.900% Bonds CUSIP: 247361ZU5 (2.618% YTW, 1.328% iYTW)
Trade: Buy 2025 7.000% Bonds CUSIP: 247361ZX9 (2.716% YTW, 1.846% iYTW)
Trade: Buy 2026 7.375% Bonds CUSIP: 247361ZZ4 (3.319% YTW, 1.809% iYTWW)...
Alliance Data Systems Corporation (ADS:USA) currently trades at a historical low relative to UAFRS-based (Uniform) earnings, with a 6.0x Uniform P/E. At these levels, the market has bearish expectations for the firm...
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The Trade Desk, Inc. (TTD:USA) is currently trading at a 44.4x UAFRS-based (Uniform) P/E, which is above peer averages. At these levels, the market has bearish expectations for the firm...
Read MoreSecurity Bank took its time before launching its first equity UITF. Other major Philippine banks had already enjoyed a five-year head start when Security Bank established its equity UITF in 2010,...
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Integra LifeSciences Holdings Corporation (IART:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) Earnings, with a 22.7x Uniform P/E. At these levels, markets are pricing in bearish expectations for the firm...
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When someone refers to the titans of finance, people often think of names like Steven Schwartzman in private equity, Jamie Dimon in traditional banking, Ken Moelis in investment banking, or Steve Cohen for hedge funds. But this is really missing the forest from the trees....
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Highlighted Top: AER – AerCap Holdings N.V. , CAR – Avis Budget Group, Inc. , CVS – CVS Health Corporation ...
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Adobe Inc. (ADBE:USA) currently trades above recent averages relative to UAFRS-based (Uniform) Earnings, with a 40.7x Uniform P/E, implying bullish expectations for the firm. However, management has concerns about their margins, revenue targets, and the Adobe Experience Platform...
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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. Analog Devices, Inc. (ADI), AbbVie Inc. (ABBV), Palo Alto Network, Inc. (PANW)...
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