Valens Research - Harvest

Valens Research

Valens Research is a boutique research firm with equity, credit, and macroeconomic expertise.

Firm at a glance Overview Leadership Insights

Firm at a Glance

FIRM TYPE

Research Provider

LOCATION

New York, New York

WEBSITE

Overview

Valens Research is a boutique research firm with equity, credit, and macroeconomic expertise.

Leadership

Chief Investment Strategist for Valens Equities and Valens Credit

Valens Research, Valens Research

A boutique research firm with equity, credit, and macroeconomic expertise

Search Insights...

Valens Research, Valens Research

Buying Inexpensive, High Quality, Growing Firms: A History Of Outperformance When Using Uniform Accounting-Based ...

Valens Research would like to share with you the Litman Letter for May 2017, which discusses how applying UAFRS metrics to a simple screen that many investors likely run on as-reported metrics can create substantial market outperformance. What ...

Jun 06, 2017

Valens Research, Valens Research

UAFRS - As-Reported PP&E is distorting your conclusions from Financial Ratios - and how to fix it

Valens Research would like to share with you our recent discussion on one of the key adjustments that are part of the Uniform Adjusted Financial Reporting Standards (UAFRS), the Constant Currency Asset adjustment. This education article discusses ...

Dec 10, 2016

Valens Research, Valens Research

Less Discussed Reasons Why Trump, Congress, and DCF Mean A Sideways-to-Upward Stock Market

Valens Research would like to share with you the Litman Letter for November 2016, which discusses how the surprise US election results earlier this month could spell continued upside potential for the market, even after the post-election run. ...

Nov 30, 2016

Valens Research

Big Trouble in Big China

Valens Research would like to share with you the Litman Letter we released last April 2016, on how Corporate China is actively destroying shareholder value through excessive growth – and why the economy and the stock market will diverge in ...

Sep 29, 2016

Valens Research

The Dark Side of M&A

Valens Research would like to share with you the Litman Letter we released last April 2016, on a topic that our Chief Investment Strategist, Joel Litman, discussed at a recent panel event held last week by NYSSA, on “The Dark Side of M&A” . This ...

Sep 21, 2016

Valens Research

“Overall, declining Net/Gross PP&E levels signal continued subdued growth for the U.S., but pockets of opportunity remain”

Valens Research would like to share with you our Litman Letter for July 2016, which looks at the relationship between “net to gross” property, plant, and equipment (PP&E) levels, an important indicator of management’s keenness or reluctance to ...

Sep 15, 2016

Valens Research

R&D Is An Investment, Not An Expense – How capitalizing R&D impacts understanding corporate profitability (GILD, FB, BA, DHR)

In several of our recent Seeking Alpha articles, discussions in the comments section have focused on R&D capitalization, so we thought a piece focusing on this issue and its impact would help further the conversation for the entire investing ...

Sep 08, 2016

Finance as a People Business

Sponsored by Diamond Hill

Henry Song joins the Fifty Faces podcast to share his career path, market perspectives and views on bringing diversity of thought to the investment world. (35 min listen)

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