Special Offer

Improve your investment desicions and gain more accuracy in your research. Help your clients gain more certainty in understanding where the market is heading.

GET OUR EQUITY BUNDLE NEWSLETTERS at a significantly reduced cost!

Start to use these four (4) reports and
benefit from more accurate data.

  1. VEWI – Valens’s Equity Weekly Insight
    Highlights the most compelling research the Valens team has written in the prior week, including Valens’ top picks, management sentiment trends, aggregate trends in corporate communication and valuation, and updates to our Quarterly Conviction Long List. Our analysis uses both quantitative and qualitative tools, such as our Uniform Accounting, Earnings Call Forensics, management alignment analytics, macroeconomic and fundamental research.

  2. CLL – Valens’ Quarterly Conviction Long Idea
    A detailed list of Valens’ top ~30-40 long equity ideas, based on Uniform Accounting analysis and the Valens Research analyst team’s deep fundamental research. This list has outperformed the market by over 380bps a year since we started publishing it. Each idea includes details as to why it is compelling to the Valens team right now, and what our research signals the company is worth.

    Our top 10 ideas nearly double the S&P on an annualized basis.

  3. TSIL – Thematic Short Idea List – A Monthly Report of Potential Portfolio Torpedoes to Avoid
    An in depth report featuring major themes that could cause stocks to underperform, and identifying the stocks that are most exposed to those themes, and may lag the market. A list of ~40-50 stocks that are potentially torpedoes in your portfolios, or stocks to steer clear from. The list has underperformed the market by over 400bps a year since we started publishing it, and is used by short investors, and also by clients who want to make sure they’re portfolios don’t have any lurking underperformers.

  4. FA Alpha – A Powerful Monthly Quantitative Equity Idea Report – Valens’ QGV Top 50 Undervalued Stocks
    A screen built from over 20 years of backtesting how to best use our Uniform Accounting data to outperform the market. This quantitative scorecard report has regularly beat the market by over 150bps a year the past 20 years. The list of stocks can be used as a starting point for new ideas/investments, or if you own those names a verification of if the stock is undervalued.

    * Past performance does not guarantee future results.


Macroeconomic Report

Where are we really in the current Bull or Bear market cycle? Get the perspective of more than 200 years of market research at your fingertips.

Learn insights where the stock market is going— a report used by the world’s top investment managers and exclusive to financial advisors through a Valens Research subscription.

Find out what the next several quarters will bring us; and what sectors and stocks you should be investing in.


Get access to our Uniform Accounting Database Dashboard – For investors who want to do their own research, there is no better option. Users can screen for their own ideas, build their own portfolios, review pre-build discounted cash flow valuation models and performance data to value over 32,000 companies based on their own scenarios, and to do their own due diligence. The database dashboard gives access across Valens’ entire performance, valuation, and credit analytics datasets, including access to all of our individual company reports and tearsheets.

Purchase our equity newsletters at 50% savings and get our Market Phase Cycle™ 
& Database access for FREE!

Valens Pricing

Subscription TypeAnnualMonthly
*Equity Newsletters5,000500
Credit Newsletters3,000300
Market Phase Cycle™ (MPC)2,000200
Equity, Credit, and Macro Newsletters7,000700

Sign up and pay ONLY $2,500 to purchase our annual Equity Newsletters, includes lifetime 50% discount rate. Use ADVISORSPECIAL coupon. Get Market Phase Cycle and Database free for six-months (value $6,000). 

If you have any questions, please contact Doug Haddad at doug.haddad@valens-research.com or (630) 841-0683.

Payment Form

Pay Now
Invoice Me

First Name*

Last Name*

Phone Number (optional)

Company Name (optional)

Your email address* (we won't share your email with 3rd parties)

Please enter a valid email address.
The service is trying to subscribe to is already covered by their current subscription plan.
The service you are trying to subscribe for the following accounts is already covered by their current subscription plan.

    Onboarding Demo Call (optional)

    We recommend a walkthrough call with our Client Relations Team. Would you like us to reach out to you?
    Or pay with card

    Billing Email Address*

    Credit Card* (maximum encryption secure order form)

    I have read, understood, and agree with the Valens Research Terms of Use and Privacy Policy and I am giving Valens Research permission to send me newsletters and other relevant information via the email address I provided below.
    Please enter a valid name.
    Please enter a valid email address.
    Please enter a valid address.
    Please enter a valid number.
    I have read, understood, and agree with the Valens Research Terms of Use and Privacy Policy and I am giving Valens Research permission to send me newsletters and other relevant information via the email address I provided below.

    You don’t have access to the Valens Research Premium Application.

    To get access to our best content including the highly regarded Conviction Long List and Market Phase Cycle macro newsletter, please contact our Client Relations Team at 630-841-0683 or email client.relations@valens-research.com.

    Please fill out the fields below so that our client relations team can contact you

    Or contact our Client Relationship Team at 630-841-0683