Analysis

This investing great got his start by applying Machiavellian principles, Uniform Accounting shows what he’s working on now

April 3, 2020
This activist investor has lived by Machiavelli’s mantra when dealing with the companies
Recent Newsletters
April 2, 2020
You might have planned on shorting this company using as-reported metrics, Uniform Accounting says cover your short position
The “Internet of Things,” or IoT, has been a trendy buzzword in the world
April 1, 2020
Moody’s is saying this homebuilder is a bigger credit risk than they were in 2007, but UAFRS says otherwise
Moody’s says this homebuilder is a bigger risk now than they were in 2007
March 31, 2020
This healthcare company looks like it has been caught up in a bitcoin style fad, but Uniform Accounting says otherwise
‘Fad’ products and trends can cause investors to act irrationally and force the market
March 30, 2020
Oil prices have tanked, here’s why that may be a good thing
Oil prices have been falling fast, and many investors are concerned
March 27, 2020
This investor has made a career for betting on the little guy, Uniform Accounting shows why he keeps making winning bets
This great investment has focused on investing in smaller things with bigger upside in both his personal and professional lives. The bet that small things can make big impacts has paid off for him for the past 50 years and more.
March 26, 2020
This whole industry is cheap, but Uniform Accounting shows us which company is the real future winner
Last week, we talked about how sometimes whole industries are cheap, and that doesn’t make all of the names in it good investments.
March 25, 2020
Moody’s is panicked about theoretical risk to a company, Uniform Accounting shows why investors should ignore Moody’s yet again
Google’s transition from a partner to a competitor has become a major obstacle to many online firms, resulting in significant profitability pressure.
March 24, 2020
Uniform Accounting highlights how this company has built a successful niche in a cutthroat industry
While the payment processing industry is notoriously profitable, not all segments of the market are able to share in that wealth.
March 23, 2020
A long-term focus on the right macro metrics shows why this market is deeply undervalued
With recent market volatility, many investors are overly focused on the short term when they should be focusing on long-standing macroeconomic drivers that will drive stocks.
March 20, 2020
Many of the great investors would tell you that poker and investing are close twins, this investor has proven it with his success in both disciplines
This influential hedge fund investor has followed the same rules to become a world class poker player that he used to become a well-known hedge fund star.
March 19, 2020
The headlines have had it wrong for years—this company is a long-time cash cow and investors already know it
When Valens started looking at bond-specific trades, rather than just credit for equity analysis, we found far more cheap
March 18, 2020
Six years ago, Uniform Accounting was consistently finding undervalued credits, this company is an example of markets growing more reasonably valued
When Valens started looking at bond-specific trades, rather than just credit for equity analysis
March 17, 2020
This value stock is really a value trap, and Uniform Accounting shows why buying the company is an industry call, not a savvy value investor move
Companies with low valuations and high returns can look like an attractive value investment, but looks can often be deceiving.  
March 16, 2020
As-reported P/Es at all-time highs are actually a buying opportunity, Uniform Accounting shows why
Sometimes, the stock market can give conflicting signals. For instance, when stock prices were bottoming out in 2008, the market’s P/E was at an all-time high.
March 13, 2020
Whether credit signals tell us to be concerned about the market moves, and thoughts for those working with individual investors
We ran a piece in our Altimetry Daily Authority today, a daily report that we write for our individual investor clients today. For those interested, you can see what we normally write there, by clicking here
March 12, 2020
Many utilities see profits decline when they try to shrink their carbon footprint, UAFRS shows this firm has improved return using renewable energy
Many utilities have struggled to reduce their carbon footprint without sacrificing profitability, and this firm has shown that renewable energy can lead to higher
March 11, 2020
This busted convert is offering yields that would make one think it’s going under…Uniform Accounting shows it isn’t
This company has bonds yielding 10%, with a small kicker, as bond markets continue to be concerned about its ability to remain solvent
March 9, 2020
This famous stock trader’s hundred-year-old strategy is still being used to monitor the economy
Today, we’re going to talk about one of the most famous ‘bears’ on Wall Street who was able to make millions during the Great Depression