INTERESTING, INSIGHTFUL, AND STILL FREE ESSENTIAL INVESTOR INSIGHTS
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© 2019 Valens Research. All rights reserved.
© 2020 Valens Research. All rights reserved.
We’re streamlining how we deliver these insights with just a bit more structure.
A FEW WORDS ABOUT THE AUTHORS
Joel Litman is President and CEO of Valens Research, a global investment research and advisory firm, and the world leader in Uniform Accounting and analytics. He is also Managing Director and the Chief Investment Strategist of Altimetry, a boutique financial research and publishing firm providing individual investors and families with unique, unbiased investment recommendations and strategies.
In the Harvard Business Review, Litman published, “Give My Regrets to Wall Street,” and is a top contributor in SeekingAlpha. Valens Research reports are regularly the most downloaded on FactSet.
www.joellitman.com
Joel Litman
Robert Spivey
Robert Spivey is Director of Research at Valens Research. He is actively involved in client-related activities at Valens Research including delivering credit and equity analyses, idea generation across the capital structure based on Uniform Accounting (UAFRS), and managing Valens Research’s analyst team.
Spivey also is heavily involved in the development and management of the Valens Research application (app.valens-research.com), a tool Valens has developed to allow investors to integrate the UAFRS framework for investment analysis into their process on a daily basis to improve investment insights and decision making.
A FEW WORDS ABOUT THE AUTHORS
Joel Litman
Joel Litman is President and CEO of Valens Research, a global investment research and advisory firm, and the world leader in Uniform Accounting and analytics. He is also Managing Director and the Chief Investment Strategist of Altimetry, a boutique financial research and publishing firm providing individual investors and families with unique, unbiased investment recommendations and strategies.
In the Harvard Business Review, Litman published, “Give My Regrets to Wall Street,” and is a top contributor in SeekingAlpha. Valens Research reports are regularly the most downloaded on FactSet.
Robert Spivey
Robert Spivey is Director of Research at Valens Research. He is actively involved in client-related activities at Valens Research including delivering credit and equity analyses, idea generation across the capital structure based on Uniform Accounting (UAFRS), and managing Valens Research’s analyst team.
Spivey also is heavily involved in the development and management of the Valens Research application (app.valens-research.com), a tool Valens has developed to allow investors to integrate the UAFRS framework for investment analysis into their process on a daily basis to improve investment insights and decision making.
www.joellitman.com
Learn more.
WHAT YOU WILL GET FROM
SUBSCRIBING TO THIS NEWSLETTER
1
MACRO MONDAYS
We’ll highlight our macroeconomic “Chart of the Week” such as the powerful Market Phase Cycle™ framework.
2
The individual company analysis you’ve gotten used to, diving into the market’s Embedded Expectations for future company performance along with a Uniform Accounting tearsheet showing just how different the true uniform numbers are from as-reported GAAP and IFRS.
TUESDAY TEARSHEETS
You can’t be a great equity investor or credit investor without being a solid credit analyst. We’ll reveal just how different and useful credit research can be when powered by Uniform Accounting for a specific company, and the fundamental company-specific story that makes them relevant, along with a tearsheet.
WEDNESDAY CREDIT INSIGHT
3
Just like on Tuesdays, we’ll deliver another company’s unique UAFRS-based performance and valuation analysis.
THURSDAY TEARSHEETS
4
Examining and learning from the CURRENT portfolios of great investors–and major investment firms. We’ve received tremendous feedback on our deep dives into the portfolios of Seth Klarman at Baupost, Driehaus at Driehaus Capital, Julian Robertson and Chase Coleman’s Tiger Global, and Jean-Marie Eveillard at First Eagle. So we decided to make it a regular weekly thing. In addition to reviewing the portfolio, we’ll also dive into one of their major investment holdings with a UAFRS tearsheet.
FRIDAY PORTFOLIO ANALYTICS
5
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