Valens in the News

Pros and Cons to Buying Southwest Airlines Stock

November 26, 2018

Southwest is not the best in class company amongst their peers.

Should I Buy General Motors (GM) Stock?

October 16, 2018

On an as-reported basis GM still looks like a middling company with a weak 3 percent return on assets, and (GAAP EPS) that was 22 cents last year, down from $6 the prior year.

Money Managers Betting Heavily On U.S. Stocks

October 5, 2018

The biggest reason why investors are flocking to US equities is because of the strong fundamentals that are driving U.S. equities versus other markets.

Pros, Cons to Buying Nvidia Stock

October 2, 2018

GAAP accounting statements do not sufficiently highlight how strong NVDA’s performance has been the past three years.

7 Health Care Dividend Stocks to Watch

September 18, 2018

The reason GILD has had such strong returns historically is they effectively own the treatment market for HIV and for hepatitis and other liver diseases.

Watch Out For Zillow

June 29, 2018

Joel Litman, President & CEO of Valens Research, joins to the show to discuss the disruption in the real estate market and who’s taking advantage of the opportunities.

Ayala Hosts Creativity and Innovation Forum on Thriving in the Age of Disruption

June 22, 2018

While disruption exists all around, innovation goes beyond increasing a company’s bottomline—there is a bigger, more meaningful goal as organizations respond to disruption. 

U.S. Market Valuations Are Not Expensive, Even After The Rally Back Towards Historical Highs

June 20, 2018

The market appears to have ample more room to run in this bull market.

Value and Volatility

May 15, 2018

Litman talks value as equity markets remain elevated amid recent volatility.

Detecting Lies on Earnings Calls

December 12, 2017

The confidence markers are strong for most large companies.

Bad P-E Ratios – And When to Really Buy the S&P500

November 26, 2017

Is the stock market crazy or are reported earnings & financial analytics miscalculated?

November 26, 2017

The Statement of Cash Flows IS NOT – Barrons AMD

November 23, 2017

Great Equities Require Great Credit – S&P500

November 23, 2017

Uniform Accounting, UAFRS, Forecasted to Replace GAAP and IFRS as the Financial Standard for Investor Analysis.

October 12, 2017

GAAP and IFRS have let investors down for decades. Global comparisons of business performance and valuations under GAAP and IFRS are now impossible. GAAP’s wide range of inconsistent accounting policies makes even peer analysis of EPS and P/Es misguided and flawed.

This Stock Is Nine Times More Profitable Than the Market, But Still a Value Today

October 10, 2017

Based on traditional accounting methods, Facebook’s ROA is 14%. That’s better than the average S&P 500 company, but it’s not great.

The Dark Side of Earnings: What the Company Financials Aren’t Telling You

September 27, 2017

Valens Research signs with Tullett Prebon Information for the distribution of Global Equity and Credit Analytics Data

September 2, 2017

The goal is to bring more reliable, insightful corporate performance, valuation, and credit analytics with UAFRS based measures to analysts of financial statements of all kinds.

TP Icap strikes research distribution deal

February 8, 2017

For years, investors, management teams, and regulators have noted significant erosion in the quality and reliability of financial reporting.

PH tops Asia-Pac ‘investment Olympics’

April 18, 2016

The team wrote an in-depth research report on Sy family-led SM Prime Holdings Inc. (SMPH), now among the largest property firms in Southeast Asia, then presented the extensive research to the judges.