Massive Equity Gains from the Strategic Buyers’ Market: Powered by a Wall of Debt
Massive Equity Gains from the Strategic Buyers’ Market: Powered by a Wall of Debt
With Professor Joel Litman
April 11, 2024, Thursday || 12:00 P.M. EDT
April 11, 2024, Thursday || 12:00 P.M. EDT
By Professor Joel Litman
Higher rates, increasing corporate debt, and a tightening business environment… It all has a consequence.
Over the past few months, we have been tracking a potential crisis - and an equally potent opportunity.
As a wall of upcoming debt maturities spells the end of pandemic-era low rates, what will organizations do to stay afloat? And what do investors and asset managers need to keep in mind?
On April 11 at 12:00 P.M. EDT, join Professor Joel Litman, CEO at Valens Research for a discussion on the risks and opportunities in equities as a result of the coming debt turmoil.
They will combine Valens’ proprietary approach to equity research with totally unique credit analysis to discuss the current debt landscape and highlight where upcoming maturities risk putting some companies in hot water.
They will also underscore a key opportunity for growth in the one sector that we think will take advantage of Corporate America’s upcoming rush to raise capital.
Learn from our comprehensive research about the challenges posed by impending debt maturation in the context of tightened credit markets.
Determine which companies are projected to perform well through smart business acquisitions, and identify those that might face challenges due to poor acquisitions and maturing debt.
Valens Research has a decade-long track record of combining our proprietary UAFRS-adjusted corporate financial and credit data with our unique approach to investment research and analysis. By viewing equity analysis through the lens of corporate credit, we identify opportunities and risks that float under the radar of traditionally bifurcated analysis approaches.
The results of this process are telling. Since we began highlighting our conviction long ideas over five years ago, the average weekly idea has consistently outperformed the S&P 500 by 2.3% quarterly, or nearly 10% annually.
Register now and don’t forget to tune in on Thursday, April 11 at 12:00 P.M. EDT for our latest such strategic insight.
About Valens Research
Founded in 2009 in the aftermath of major equity and credit market crises, Valens Research set out to challenge the biases and broken incentives prevalent on Wall Street. Our inception was driven by the recognition that GAAP and IFRS failed to establish reliable rules for financial statement reporting, stock analyst recommendations lacked disciplined financial analysis, credit agencies fell short in their responsibilities, and major research firms were unwilling to embrace advanced forensic analysis.
At the core of Valens Research is a commitment to disciplined processes and analytics. We reject the notion of "star" analysts, avoid corporate advisory relationships, and offer no-nonsense opinions and recommendations.
Our methodology involves a rigorous examination of the financial statements of over 25,000 companies globally, line by line. We uncover GAAP and IFRS distortions using UAFRS principles, applying over 130 individual adjustments to clean up distortions related to R&D, Operating Leases, Stock Options, Excess Cash, M&A PP&E and Earnings, Goodwill, and more.
Sign up for the event now and join us as we navigate the looming corporate debt maturities with confidence and foresight.
About the Speaker
About the Speaker
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© 2024 Valens Research. All rights reserved.
© 2024 Valens Research. All rights reserved.
Professor Joel Litman, Chairman and CEO of Valens Research and Founder of FA Alpha, boasts three decades of expertise as a trusted advisor to management teams and investors. His widely-read publications and research have garnered global recognition. Professor Litman has lectured at prestigious institutions like Harvard Business School and London Business School, advised The Pentagon and FBI, and contributed insights to investment teams worldwide.
As Chairman of the UAFRS Council, Professor Litman has revolutionized global financial analysis with patented methodologies, utilized by over 230 of the world's largest investment managers. A member of the CFA Institute and the Association of Certified Fraud Examiners, Litman, a CPA, holds a B.S. in Accounting from DePaul University and an MBA/MM from Northwestern University's Kellogg Graduate School of Management.
Source: Valens Research Inc.
