In the Market Call, Rob Spivey, Valens Research’s Director of Research, says he expects a “supply chain super cycle” to help sustain or even spur economic growth as consumer spending slows in the face of inflation. This should support the economy as it goes through a transition. However, he notes that those conditions should make stock investors particularly picky about what they are buying now.
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June 10, 2022
I was on the Money Life with Chuck Jaffe show that came out today, talked about Valens’ investment research process, big macro things we think are interesting (capex supercycle and oil & gas capex), and some interesting names we like, and would avoid.
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November 12, 2021
Valens Research’s Director of Research, Robert Spivey, was quoted on Bloomberg in an article explaining how longstanding accounting standards misclassify billions of dollars and how stock gains are not justified by earnings.
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July 21, 2021
Valens Research’s Director of Research, Robert Spivey, was interviewed on the Money Life Show with Chuck Jaffe. In this interview, he talked about the Uniform Accounting method, survive-and-thrive stocks, and more in the Market Call.
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March 8, 2021
Valens Research’s CEO and Chief Investment Strategist, Professor Joel Litman, published an article on Forbes regarding the latest predictions of Wall Street on Goldman’s Tech Index and Volatility.
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January 4, 2021
Valens Research’s Director of Research, Robert Spivey, was interviewed on the Money Life Show with Chuck Jaffe. In this interview [34:35], he talks about survive-and-thrive stocks and more in the Market Call.
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December 18, 2020
Valens Research’s Director of Research, Robert Spivey with DI Partner John Sviokla at Growth Innovators Speaker’s Series. Most breakthrough innovations take at least 5 years or more to come to scale. Most corporate business cases are three years or less. This punishes innovators massively. Combine this with the fact that the tenure in most corporations is less than 5 years—and you have a no-win situation for innovation. In this online event, Spivey and Sviokla discuss two ways to stop punishing the innovators: fancy and simple. The fancy way is to capitalize your R&D efforts according to an empirically derived amortization schedule specific to sector. The easy way is to use a 5-year NPV on innovation, like Amazon does. They also explain why, using insights from a 25,000-company global database on financial performance.
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September 15, 2020
Valens Research’s Uniform Accounting data was used as source of a study conducted by Digital Intent. Based on the research conducted, there are eight principles to help companies become growth innovators and not only survive–but thrive–during a crisis.
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June 3, 2020
Valens Research’s Director of Research, Robert Spivey, was interviewed on the Money Life Show with Chuck Jaffe. In this interview [38:07], he discussed how #UniformAccounting reveals the true economic profitability and valuations of companies.
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May 28, 2020
President and CEO of Valens Research and Chief Investment Strategist of Altimetry Financial Research, Professor Joel Litman published an article on Forbes titled, “The Next Big Bath: Wall Street Is Blind To An Oncoming Earnings Disaster.” In this article, he discussed his insights on how the next “Big Bath” during this pandemic is happening, and why Wall Street analysts are directionally wrong in their earnings forecasts.
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May 11, 2020
Robert Spivey of Valens Research discusses the process his firm uses to better compare a company’s financial reports, and identifies nine stocks that face potential dividend cuts.
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May 5, 2020
Your home is your castle. A lot more will be spent on that castle in the coming years. COVID-19 is just an accelerator of that trend.
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May 4, 2020
A very high dividend yield typically means investors are no longer confident a company can maintain its dividend payout.
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February 28, 2020
Allocating investments based on the “100 minus your age” rule? You’re likely leaving money on the table. Rules of thumb like this leave most with significant portfolio underperformance.
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February 20, 2020
The problem isn’t that metrics like EBITDA and adjusted EPS are adjusting too much, it’s that they aren’t consistent.
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February 11, 2020
Even during the midst of the Great Recession, the firm was able to expand returns.
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January 31, 2020
The price to earnings multiples of Corporate India as measured by Uniform Earnings is at a 10-year low, signaling markets have room to run.
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January 15, 2020
What’s more, corporate earnings power in India has seen a 40% increase over the past 18-24 months, according to Valens Research.
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December 2, 2019
To understand the relationship between margin investments and general market trends, it’s important to understand what buying on margin is, and why investors do it.
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December 1, 2019
The U.S. stock market is experiencing new market highs because credit and earnings cycles support it.
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