Analysis

This company coaches standardized test takers, while proving how rating agencies’ tests aren’t standardized

October 21, 2020
Standardized testing has become the cornerstone of many colleges’ application processes. Companies that help students navigate these tests have seen surging demand as the admissions process becomes more competitive each year
Recent Newsletters
October 20, 2020
This company is addicted to making money, and it’s only obvious using Uniform Accounting
Addictive substances have a steady demand. Today’s company focuses on nicotine and tobacco products and that means a reliable consumer base
October 19, 2020
This one metric told you to buy in March and sell in August, let’s take a look at what it’s saying now
Investor sentiment can be vital to making sense of how the stock is going to move. At the end of the day, institutions push the market in either direction. Without knowledge of their strategies and their risk tolerance, it is hard to comprehend
October 16, 2020
Looking at his hedge fund holdings can help us get insights into how this hedge fund titan will run the New York Mets
This investor uses informational advantages to follow in the footsteps of other investing greats.
October 15, 2020
UAFRS shows how this consulting firm has unlocked value through offering unique insights, just like one of our business partners
This global research firm recently purchased a successful insights and technology company to boost its business.
October 14, 2020
This consulting firm’s underfunded pension has the rating agencies panicked, for all the wrong reasons
Many companies are phasing pensions out of their benefit plans due to the high costs.
October 13, 2020
Despite only being at the helm for 9 months, a railroad visionary changed this company’s operations and improved profitability
Today’s company benefits from the presence of an industry-leading visionary changing its operational strategy.
October 12, 2020
Bloomerg says insider selling may be a worrying sign, our mosaic tells a different story
Executives know their companies better than anyone. That is why insider selling and buying can be such important indicators.
October 9, 2020
Passive investing is about getting factor exposure, and UAFRS shows buying this “growth” fund provides exactly that
Many investors today do not have the time or resources to search for individual growth stocks to buy. This is why they invest in ETFs either exposed to a formulaic group of growth stocks across the entire market or a broad theme.
October 8, 2020
This company is stuck in a sector with razor-thin returns, yet Uniform Accounting shows it’s had success differentiating from its peers
The basic materials sector usually does not have firms with sustainable levels of elevated profitability.
October 7, 2020
The risk of this stable telecommunications network is overstated due to its inaccurate high-yield classification
The crossover between investment grade and high-yield bonds provides interesting opportunities for well-versed credit investors. Many companies on the cusp of being classified as investment grade cannot be traded by investment grade portfolios due to their high-yield nature.
October 6, 2020
This contacts maker could see a surge in demand, and investors only realize why that matters when looking through the right, UAFRS lens
With the proliferation of masks, glasses wearers around the world have wondered if it is time to switch to contacts.
October 5, 2020
The Fed’s actions in March revolved around how important a working credit market is to the economy… let’s see if it’s still functioning well
In the midst of the market meltdown in March, thanks to the Fed’s SWAT team, keeping credit markets safe was prioritized.
October 2, 2020
Passive investing is about getting factor exposure, however, if you buy this “Value” fund, UAFRS shows you’ll get anything but value stocks
Many investors today do not have the time or resources to search for individual value stocks to buy. This is why they invest in ETFs either exposed to the entire market or a broad theme
October 1, 2020
This company is benefiting as much as any other from employees having to work from home, and UAFRS reveals whether the market realizes it
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
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.