Investor Essentials Dailies Archive - Page 2 of 65 - Valens Research Archive - Valens Research

October 23, 2020

The idea of margin of safety was popularized by value-investing legend, Benjamin Graham. Its application was further promoted by the famous investor, Warren Buffett, who stressed the importance of preventing losses

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.

September 2, 2020

This automaker is not a fan of the At-Home Revolution, and yet its credit is so bulletproof it’s still a sound investment in the pandemic

The current economic crisis is fundamentally different from the 2008 financial collapse.

September 1, 2020

Uniform Accounting shows this company is taking advantage of more people practicing their swing in the pandemic

During the pandemic, consumers have found lots of time to take up new activities.

August 31, 2020

A continuation of short-term unemployment trends could mean bullish signs in the economy

Unemployment provides insight into how the whole economy is running. The rate skyrocketed months ago, and now it is beginning to fall.

August 28, 2020

Today’s fund is a pioneer in the hedge fund sector, Uniform Accounting shows the fund hasn’t lost its touch

In the past, hedge funds would invest almost exclusively for high net-worth individuals. Today, a large portion of invested capital in hedge funds comes from endowments and pension funds.

Analysis

Preventing losses is a key part of successful investing, and Uniform Accounting shows how this mutual fund does exactly that

Preventing losses is a key part of successful investing, and Uniform Accounting shows how this mutual fund does exactly that

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