Valens in the News

Even during the midst of the Great Recession, the firm was able to expand returns.

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.

What’s more, corporate earnings power in India has seen a 40% increase over the past 18-24 months, according to Valens Research.

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.

The U.S. stock market is experiencing new market highs because credit and earnings cycles support it. 

GAAP is a well-intentioned but flawed effort to release comparable, meaningful numbers… That’s why I always make my own GAAP adjustments when analyzing businesses.

You can either stand by and be a victim… or potentially increase your wealth by 5 to 10 times by taking advantage of my discovery.

Some are merely small, while others operate in obscure markets.

Investors may want to think about making a major, philosophical shift, with the possibility of a global economic headwind on the horizon.

When you buy a stock, you’re saying, I’m smarter than the market – that the collective wisdom of crowds has not realized that this stock has opportunity.

MA is also seeing positive trends in their positioning in Asia Pacific, and domestically.

GME is a company that’s easy to dislike, since it’s a challenging business. 

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

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.

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.

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

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.

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.

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. 

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