Analysis

Investing legend Jack Bogle pioneered passive investing, this fund lets investors live by their timetable, as opposed to market timing

September 18, 2020
Many investors today do not have the time or resources to pick individual stocks to try and beat the market.
Recent Newsletters
August 20, 2020
Uniform Accounting shows this company has been able to find success with the help of one of Thomas Edison’s inventions
This lighting company appears to be a boring, cost-of-capital business when viewed through the lens of as-reported accounting
August 19, 2020
This “At Home Revolution” beneficiary is priced for credit problems, Uniform Accounting credit analysis show why markets are wrong
The “At Home Revolution” is boosting a wave of companies providing services and products to people staying or working from home more. These companies are seeing increased demand and stronger future
August 18, 2020
Contrary to distorted as-reported metrics, this company thrives off the spending habits of high-income earners looking for a bargain
This discount store operator has a unique business model and an incredibly loyal following among its customers
August 17, 2020
Corporate credit is not the only KPI for economic growth, looking at this important metric can show if concern is warranted for the economy
It isn’t just corporate credit cycles that power economic and market cycles, it's the entire credit market. It is important to follow both the consumer and corporate credit signals
August 14, 2020
This investor eschewed all investing labels, and his reward was market-dominating performance for a decade and a half—UAFRS shows why
People often classify investors into two buckets. The first is growth investors looking for fast growing companies with high multiples. The second is value investors searching for underappreciated
August 13, 2020
This dental supplier looks like a boring distributor, until Uniform Accounting highlights how its asset efficiency unlocks massive value
Today’s firm provides supplies for dental and medical practitioners across the country.
August 12, 2020
Ratio-obsessed credit investors are misanalyzing this tobacco company’s credit to their own disadvantage
Looking at the total debt of a firm does not give investors a clear view about the company’s ability to pay obligations. It is necessary to look at when the debt matures and the company’s ability to pay with cash flows.
August 11, 2020
This company is set to thrive off of disrupted food habits, despite what as-reported metrics say
This food conglomerate has diversified its portfolio and set itself up for success during the “At-Home Revolution.”
August 10, 2020
This indicator has reached all-time highs and provides businesses with much needed support
Historically, credit is the catalyst for economic cycles, both good and bad. A recession, outside of the current one, historically is caused by a lack of credit leading to credit, and therefore productivity destruction.
August 7, 2020
Today’s fund uses a seventy-year-old theory to unlock value for investors
Modern Portfolio Theory has shaped understanding of asset allocation, due to its division of risk into idiosyncratic and systematic buckets.
August 6, 2020
This company appears to be profiting from the shift towards renewable energy, Uniform Accounting tells a different story.
As a leading supplier of lithium and lithium derivatives, today’s company appears well positioned to benefit from the surging demand for alternative energy sources.
August 5, 2020
This family-controlled business is priced for credit problems, Uniform Accounting and compensation analysis shows why markets are wrong
One of our areas of focus at Valens is understanding how Incentives Dictate Behavior. This is the idea that people do what they are paid to do.
August 4, 2020
This construction equipment hegemon is going to win from an infrastructure boom, as-reported metrics wrongly say investors shouldn’t care
Today’s firm is the most recognized construction equipment company in the country.
August 3, 2020
Investors are concerned about a tax plan come November, here is what it would do to a portfolio if it comes
Last week, we discussed the possibility of inflation impacting stock market valuations.
July 31, 2020
This timetable investment offers the ability to own world-beating firms without hassle, Uniform Accounting highlights why it’s so dominant
For some investors looking to retire, they do not have the time or the capital required to create a tailor-made portfolio of stock ideas
July 30, 2020
This company is benefitting from how the At-Home Revolution is fueling home improvement, contrary to what as-reported metrics say
As a supplier of all-things home improvement, today’s company is well positioned to be a winner of the “At-Home Revolution.”
July 29, 2020
Not all companies have the same standards for taking on leverage, with today’s firm being a special case
Using a leverage ratio is an easy way to measure the credit profile of a firm. Firms with levels too high deserve higher bond yields since they are riskier. Better ratios warrant lower yields
July 28, 2020
Investors are pricing this company like its spinoff has unlocked significant value, when Uniform Accounting shows a very different story
This timeshare company has recently followed the footsteps of its competitors in separating from its hotel counterpart
July 27, 2020
Some economists’ concern for the economy extends past the release of a vaccine
Some economists are concerned about the possibility of inflation after the lifting of stay-at-home orders
July 24, 2020
Institutional investors are unable to plumb the depths of this illiquid market, making it ripe for individual investors
Large asset managers are forced to ignore firms under a certain market cap due to liquidity issues.