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Research Newsletters

Our newsletters highlight the most compelling research the Valens team has written over the prior week. This includes Valens’ top picks for credit and equity, management sentiment trends, and aggregate trends in corporate valuation, fundamentals, and credit risk.

Subscription also gives investors access to all historical newsletters, and access to Valens’ Conviction Long Idea List of 20-30+ of our best equity ideas.

Subscription Benefits

Valens Conviction Long Idea List

The list of Valens top 20-30+ long equity ideas, based on Uniform Accounting analysis and the Valens Research analyst team’s fundamental research.

Valens Equity Insights and Inflections

Highlight the most compelling research the Valens team has written in the prior week, Valens’ top picks, management sentiment trends, and aggregate trends in corporate communication and valuation.

Valens Credit Weekly Insights

Highlights our top corporate credit insights each week. This includes highlighting the top dislocations the team is seeing each week, the most compelling reports the Valens Research team has written each week, quantitative credit screens, aggregate credit market analysis, and a list of Valens Credit Ratings.

Valens Equity Idea Highlight

Focuses on Valens’ top conviction long idea each week from the Valens Conviction Long idea list, and why the name appears to have significant fundamental mispricing and why the market is likely to start to recognize the company’s superior fundamentals.

Valens UAFRS vs. As-Reported Weekly

Highlights the largest dislocation the Valens Research team is seeing on a weekly basis between Uniform Accounting and As-Reported metrics. Also helps explain the rationale behind some of our biggest adjustments.

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