This company is benefiting as much as any other from employees having to work from home, and UAFRS reveals whether the market realizes it

October 1, 2020
The “At-Home Revolution” has introduced new problems for businesses this company is looking to solve. Today's firm is aiding employees working from home by solving one specific issue
Recent Newsletters
September 30, 2020
Moody’s is punishing this company for an event from over a decade ago, and Uniform Accounting shows why that’s wrong
In the late 2000s, investors and economists faced a reality check on the strength and resiliency of the housing market. After a few rocky years and significant work to repair the credit for homeowners and home
September 29, 2020
Uniform Accounting shows how much the market misunderstands this pharmacy consolidator’s strategy, and why that’s presenting an opportunity
Today's company is one of the world’s biggest pharmacy firms, created from the merger of two industry giants in 2014. However, looking at as-reported numbers, it appears the acquisition has destroyed
September 28, 2020
Our sound economic mosaic of data is giving us reason to not panic in the recent market pullback
The economy is a hard beast to tame, and no one indicator is able to fully encapsulate what it is doing. That is why we at Valens like to look at the economy from as many points of view as possible
September 25, 2020
This asset manager made a name for himself by understanding Economic Moats, don’t trust what as-reported metrics say about his success
While investors often focus on the financials, the real secret to understanding a company’s performance is to identify the metrics that can signal a company’s financial performance ahead of time.
September 24, 2020
The reversal of globalization is going to hurt many companies’ profitability, UAFRS shows this company as a big winner
Today's company is a software-as-a-service firm poised to benefit from disruptions in globalization. However, looking at as-reported numbers, it appears the firm has negative returns.
September 23, 2020
This auto retailer’s credit is being priced like it’s in the middle of the Great Recession, not this very unique recessionary environment
The Great Recession was devastating for the automotive industry. Demand collapsed and with it, millions of jobs were lost as large corporations were forced to declare bankruptcy.
September 22, 2020
This technology company is unlocking the newest commodity powering the world, and Uniform Accounting shows the value it’s created doing so
Data has become an essential part of the economy over the last few decades. Today’s company focuses on helping businesses analyze data in intuitive and easy ways.
September 21, 2020
Uniform Accounting is showing us what has really been powering this market for the last 10 years and 6 months…hint, it’s not share buybacks
The previous bull market lasted from the Great Recession to the beginning of the coronavirus pandemic in America. The 10-year run saw the S&P 500 gain over 300%.
September 18, 2020
Investing legend Jack Bogle pioneered passive investing, this fund lets investors live by their timetable, as opposed to market timing
Many investors today do not have the time or resources to pick individual stocks to try and beat the market.
September 17, 2020
Uniform Accounting shows how this resort business has unlocked the power of season tickets for strong profitability
This ski resort company has embraced the season ticket model fad to boost profitability.
September 16, 2020
Despite the cord-cutting phenomenon, this broadcasting company is a much safer credit risk than what credit agencies think
Broadcast TV and cable companies have struggled to hold onto customers in recent years as consumers have cut the cord. This has led to declining cash flows and growing concerns about their ability to pay off heavy debt loads.
September 15, 2020
This dominant work-from-home leader has used its follower status to unlock massive returns that are only apparent using Uniform Accounting
During the pandemic, people have had to adapt to new working and learning environments.
September 14, 2020
All is not quiet on the inflation front, and that could have significant implications for valuations
Inflation can affect the economy and markets greatly. Although currently below long-term averages, it is beginning to pick up, and this could have significant implications for market valuations.
September 11, 2020
Today’s fund is a pioneer in arbitrage investing, Uniform Accounting shows the fund hasn’t missed a step
Hedge funds employ a variety of investing strategies to take advantage of market inefficiencies. One of the most popular is arbitrage investing, where investors look for relative mispricings between similar assets
September 10, 2020
Contrary to as-reported accounting, this company’s products are saving clients time and setting this company up to make loads of money
This information technology company is making life easier for employees all over the world
September 9, 2020
Today’s company is an essential business for both Boeing (BA) and Airbus (EADSY), and that has credit markets wrongly spooked
Demand for industrial metals is heavily dependent on the demand for their end-markets. If demand increases for products like cars, planes, or homes, the metals used to produce them will also see huge benefits
September 8, 2020
This vice stock is being priced to be more than recession proof by investors, which makes it a risky bet
Today's company is an alcohol firm poised to benefit from coronavirus tailwinds. However, looking at as-reported numbers, it appears the firm has relatively average returns
September 4, 2020
This macro hedge fund thrives during times of crisis, our Market Phase Cycle is telling us now might not be the time to bet on them
Macro hedge funds seek to take advantage of broad political or economic trends. They make bets based on the outcomes of events such as potential rate cuts, other central bank actions, and elections.
September 3, 2020
This Consumer Staples giant thrived in the pandemic, now it needs to keep it up, or it’ll disappoint the market
This Consumer Staples company has historically seen remarkably consistent earnings. This means investors have typically used it as a benchmark for safe investment, but with little expectation for change. That is, until this year.