Subscription Benefits

• Valens Conviction Long Idea List

  The list of Valens' top 20-30+ long equity ideas, based on Uniform Accounting analysis and the Valens Research analyst team’s fundamental research.

• Valens Thematic Short Idea List

  The list of Valens' top 10-15 short-candidate themes, complete with companies within each theme that have the potential for significant underperformance, based on Uniform Accounting analysis, Earnings Call Forensics issues, and Forensic Red Flags.
• Valens Equity Insights and Inflections

  Highlight the most compelling research the Valens team has written in the prior week, Valens’ top picks, management sentiment trends, and aggregate trends in corporate communication and valuation.

• Valens Credit Weekly Insights

  Highlights our top corporate credit insights each week. This includes highlighting the top dislocations the team is seeing each week, the most compelling reports the Valens Research team has written each week, quantitative credit screens, aggregate credit market analysis, and a list of Valens Credit Ratings.

• Valens Equity Idea Highlight

  Focuses on Valens’ top conviction long idea each week from the Valens Conviction Long idea list, and why the name appears to have significant fundamental mispricing and why the market is likely to start to recognize the company’s superior fundamentals.
• Valens UAFRS vs. As-Reported Weekly

  Highlights the largest dislocation the Valens Research team is seeing on a weekly basis between Uniform Accounting and As-Reported metrics. Also helps explain the rationale behind some of our biggest adjustments.