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As-reported metrics make this company’s content data look like a commodity, UAFRS shows the unbiased truth just like the company’s ratings
Commoditized businesses fail major strategy tenets, but UAFRS highlights that alone doesn’t make this one a bad credit investment
Being too early can sometimes be worse than being too late. Uniform Accounting helps uncover whether that is the case for this utilities company
Ben Graham’s greatest fears about the market are being realized—valuations indicate a ‘voting machine’ market
Size matters for creditors, but even at below peer-average yields, the market is not understanding the favorability of this firm’s capital structure
As-reported metrics show this company’s network effect is gaining steam, Uniform Accounting shows what investors should really be watching
This fund uses a grassroots campaigning technique normally used to push for political change to unlock value in its investments
For some time, ESG has looked like a fad, Uniform Accounting shows this ESG-focused cloud computer business is anything but
Spin-offs don’t just benefit shareholders, this firm’s spin-off also improved perception of its credit risk helping it navigate the pandemic
Uniform Accounting shows why this “start-up” company’s strategy shift didn’t create new opportunity, it destroyed an already great business
This key credit metric is not rising the way it normally does in a recession, and that’s important for equity investors
One of Warren Buffett’s top reads comes from this investor, and his firm’s “knowledge advantage” becomes clearer under Uniform Accounting
This company looks positioned to win the at-home revolution, but Uniform Accounting tells a different story
UAFRS shows this company is a classic example of how asset-based lending really works—when the market remembers, the bonds will rally
UAFRS showed a transformation in this business that GAAP missed, knowing that made us think a peer that can repeat this is a screaming buy
This key sentiment indicator flashed negative in the first quarter, pointing to a key investment trend for Q2 and beyond
“Invest in what you know” and GARP—an investing legend put this fund on the map, UAFRS shows if the fund still has his magic touch
This “transformative” merger appears to have worked out just as poorly as Time Warner and AOL. Uniform Accounting questions that view
With stable cash flows and no near-term debt maturities, UAFRS shows creditors’ worries about this firm’s ability to pay its debts is excessive
Academics say all acquisitions destroy value, Uniform Accounting shows whether this company’s acquisition strategy bucks that trend
Past performance isn’t indicative of future returns, good process is, Uniform Accounting highlights this fund’s process is no longer sound
Uniform Accounting shows why having a longer-term view of R&D investment should warn investors off this chip stock
While operational disruptions may concern investors, this firm demonstrates that substantial liquidity can alleviate bankruptcy concerns
Uniform Accounting shows how the “shrink to grow” strategy has unlocked massive value for this business, and could continue to
This fund has put up impressive returns by being in strong disagreement with Buffett, Uniform Accounting shows what to expect going forward
This voice software company’s innovations have not translated to strong returns, but Uniform Accounting shows robust numbers
This company has had a high-yield grade from S&P since its IPO, but the market disagrees. Uniform Accounting uncovers who is right
This utility-like industry isn’t regulated like one, and Uniform Accounting shows that has led to massive returns the market isn’t recognizing
UAFRS shows this company’s investment in “surge capacity” hasn’t just saved lives in the pandemic, its led to high profitability
Uniform Accounting shows even companies in “safe” industries have credit and dividend risk the market isn’t capturing
The British East India Company changed Chinese culture forever in order to reap major rewards, and now a new firm is attempting to do the same
Market valuations are pricing in a permanent slowdown in economic growth, but history says that’s unrealistic
This investor’s focus on a unique economic theory helped position his fund to be prepared for the sell-off this year
Uniform Accounting shows this company is still profiting from the most profitable commodity of the Middle Ages
UAFRS focuses on operating profits, even “non-operating” operating expenses, leading us to understand this credit better than the market
Breaking up conglomerates adds value, the market hasn’t cared about this break-up, Uniform Accounting shows it should
One of our most powerful recession indicators is flashing a surprisingly bullish signal
Uniform Accounting shows this activist legend isn’t too distracted chasing the Argentinian navy to find quality targets to aim his guns at
Publishing is dying, but Uniform Accounting shows this name might be able to buck that trend
Uniform Accounting helps show how this retailer is using the lessons learned by overcoming the “retail apocalypse” to navigate the pandemic
This budget retailer could benefit from the economic pain caused by the coronavirus, just like UAFRS shows it did during the Great Recession
Gold is one of the most popular forms of investment, without really being an “investment” at all
This Viking has had to follow his ancestor’s footsteps, exploring new types of investments, Uniform Accounting shows he hasn’t lost his way
This CEO went head-to-head with his former boss to win this industry, Uniform Accounting shows why investors have been excited he won
This firm’s stable cash flows may point to a cataclysmic “Minsky Moment” and for once, equity holders are more concerned than creditors
Uniform Accounting shows this vertically integrated software powerhouse has learned lessons from the 19th century that yield strong returns
This powerful management sentiment indicator gives us reason to be excited about the economic recovery once the pandemic recedes
This fund manager faced a scandal its peers would normally punish a firm for, UAFRS shows its analysts have come out swinging post-crisis
This company is in the “other sin industry,” Uniform Accounting highlights investors should pay attention to this “vice” stock
Ratings agencies don’t seem to have learned their lesson from the Great Recession, that a strong asset backing alone can’t guarantee refinancing
As-reported metrics show this franchising giant as a failure, Uniform metrics show a booming franchiser at a discount that won’t last long
One of the greatest fund managers ever lost investors more than he ever made them, but his pupil’s portfolio is positioned to make money
As-reported metrics show returns have declined massively, but this retail apocalypse target’s stock has rallied massively, UAFRS show’s who’s right
Sometimes neither bond or stock investors are smarter, Uniform Accounting cash flow analysis highlights that for this company both are wrong
This payroll provider has built itself into a full-service provider, Uniform Accounting shows that has made it a 50% return behemoth
A Nobel Prize winner wants you to think the market is still expensive, Uniform Accounting highlights the market’s multiple is very cheap
Uniform accounting shows the market expects this company to continue to make massive profits from a conflict of interest that may not last
Uniform Accounting shows that once this firm monetizes its massive asset base, returns could double, bullish for the bonds and equity
Uniform Accounting shows how a “fast follower” mentality has been worth a trillion dollars to this company, but it might be coming to an end
This investing great got his start by applying Machiavellian principles, Uniform Accounting shows what he’s working on now
You might have planned on shorting this company using as-reported metrics, Uniform Accounting says cover your short position
Moody’s is saying this homebuilder is a bigger credit risk than they were in 2007, but UAFRS says otherwise
This healthcare company looks like it has been caught up in a bitcoin style fad, but Uniform Accounting says otherwise
This investor has made a career for betting on the little guy, Uniform Accounting shows why he keeps making winning bets
This whole industry is cheap, but Uniform Accounting shows us which company is the real future winner
Moody’s is panicked about theoretical risk to a company, Uniform Accounting shows why investors should ignore Moody’s yet again
Uniform Accounting highlights how this company has built a successful niche in a cutthroat industry
A long-term focus on the right macro metrics shows why this market is deeply undervalued
Many of the great investors would tell you that poker and investing are close twins, this investor has proven it with his success in both disciplines
The headlines have had it wrong for years—this company is a long-time cash cow and investors already know it
Six years ago, Uniform Accounting was consistently finding undervalued credits, this company is an example of markets growing more reasonably valued
This value stock is really a value trap, and Uniform Accounting shows why buying the company is an industry call, not a savvy value investor move
As-reported P/Es at all-time highs are actually a buying opportunity, Uniform Accounting shows why
Whether credit signals tell us to be concerned about the market moves, and thoughts for those working with individual investors
Many utilities see profits decline when they try to shrink their carbon footprint, UAFRS shows this firm has improved return using renewable energy
This busted convert is offering yields that would make one think it’s going under…Uniform Accounting shows it isn’t
As-reported metrics make this company look like another conglomerate with high churn and low returns. Uniform metrics show reality is very different
This famous stock trader’s hundred-year-old strategy is still being used to monitor the economy
This investor has spent almost four decades following the playbook of the Dutch East India Company’s largest shareholder
Moody’s reputation got burned by the housing collapse in the late 2000s, it is still penalizing the industry because of it
Uniform Accounting analysis of this company shows Buffett chose the wrong kind of insurer to build Berkshire Hathaway around
The act of short selling is far older than the stock market, and it’s where we get the term “bear market”
This investor’s strategy is built off of the philosophy that “there’s nothing new on Wall Street” and Uniform Accounting shows he’s getting it right
As-reported metrics don’t reflect how successful this company has been in getting back in the game, next is seeing if the company can keep delivering
Investors think this company’s fleet of assets means its debt is safe, but historical analysis and Credit Cash Flow Prime analysis say differently
A jack of all trades, and master of all – this company doesn’t look like your traditional semiconductor firm
This one chart helps us understand refinancing risk and what it means for the economy in 2020 and 2021
This investor’s big bets have both made and almost broke his investing career, Uniform Accounting shows which bucket his current bets will fall under
Contrary to distorted as-reported numbers, this company is a great example of the Efficient Market Theory in action
Moody’s has gotten this company wrong for twenty years. They’re still massively overstating its credit risk, this time for a new reason
Is this biotech firm a negative return start-up or a mature company destroying value by attempting to grow? Uniform Accounting gives the real answer
This professor is the Indiana Jones of finance, and Uniform Accounting shows how his fund is the holy grail of investment strategies
With a 13x as-reported P/E, investors may think this is a deep value commodity play, Uniform data shows a stronger company, but greater risks
Bond investors are almost never more bullish than equity investors, but they are for this company. UAFRS shows it is setting them up for a big loss
Raising prices isn’t the only way to improve earning power, this cable company showed the power of selling more to the same customer base
This Ben Graham disciple was railing on as-reported accounting long before we were, and his portfolio shows the issues with GAAP accounting
This company has expanded its reach across the globe, but at a historically high 31x P/E, its success may not be enough to quench investors’ thirst
How a portfolio strategy beat the market by 7x in just two months by using lessons from a venture capital legend and a distressed debt investor
If you can’t beat ‘em, buy ‘em—this rental company boosted earning power by consolidating the market.
This chart shows a great leading indicator for real Uniform earning power growth of Corporate America – signalling an acceleration
This hedge fund manager invests like a Rothschild, and Uniform Accounting hints he too knows something ahead of the crowd
This company has used unorthodox ways to try to keep up with its peer, and Uniform Accounting metrics show it’s working, and might be accelerating
Creditors are treating this company as a one-hit wonder, but Uniform metrics show its success is sustainable, and markets will need to react
Uniform metrics show this passion project turned into a money-printing machine; however, it would need another big leap to justify lofty expectations.
Corporate America’s REAL earning power: how this chart helps explain the stock market’s cycles and clues into the market’s moves in 2020 and beyond
A mentor, one of the top hedge fund earners in the world, sees alpha in cross-capital credit and equity research… recognizing failures of GAAP
This company’s risk on a new business model unlocked value across its industry, but Uniform metrics show it would need a repeat to justify upside.
This company’s recurring LBOs have terrified Moody’s. Meanwhile, active CDS credit markets and Uniform analytics show why Moody’s is wrong
This company enabled the Flash Boys. Valuations require growth. Wall Street analysts and Uniform metrics show a much slower pace ahead.
This Principles-driven fund manager is as tight-lipped about his process as the CIA – Uniform Accounting offers a window into his black-box
This low-cost retailer turned singles into millions, selling more stuff more often, Uniform metrics say it may be too late for the stock now.
Credit investors are pricing this company to be a casualty of retail armageddon, TRUE uniform earning power data says this may present an opportunity
Who really had and does deliver real earning power? UPS versus FedEx… The as-reported numbers don’t show what’s really going on
History May Not Repeat But It Rhymes: What This Eye-Opening Chart & JP Morgan Tells Us About The Next Bear Market
A Failed Playwright Trained the Greatest Value Investor Ever – What’s Really in His Portfolio Now?
This company’s products own their categories, driving stable profits, but TRUE valuations show the market is pricing in much more than stability
5 years ago, we showed Moody’s was getting this company wrong. TRUE uniform cash flows show that even after the stock’s run, there’s still opportunity
The stock price implies that this company sells pickaxes (instead of mining for gold): TRUE margins (half of as-reported) say they’re losing anyway.
MONDAY MACRO: Powerful Recession Chart our recession-worried clients get from us first: Aggregate UNIFORM US Corp Debt Service (Investor Essentials)
Good Incentives Dictate Good Behavior, Bad Execution Dictates a Falling Stock Price – This Company May be an Example of Both
The Market is Too Excited About this Company Being the Gillette of Industrial Machinery
This company is helping evolve the continuum between advertising, consulting, and investment banking
This company is going through the “Adobe” – and they’re only halfway through their journey
One of the Greatest Hedge Fund Managers Ever Lost His Investors More Than He Ever Made Them
