Valuentum Exclusive Analysis for the Discerning Investor

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Apr 17, 2020

Our Reports on Stocks in the Household Products Industry
We've optimized our coverage list.

Apr 12, 2020

ICYMI -- Video: The Question Is If the Economy Can Be Held Together Without Vast Equity Dilution
President of Investment Research at Valuentum and award-winning author of "Value Trap: Theory of Universal Valuation" explains how the range of probable fair value outcomes of S&P 500 companies has increased as a result of COVID-19 and possible equity dilution on the downside to long-run inflationary pressures on stocks driven by runaway Fed and Treasury stimulus on the upside.

Mar 28, 2020

Attack COVID-19 With Forward-Looking, Expected Data
President of Investment Research at Valuentum Brian Nelson shares his financial wisdom in detailing how the world must attack COVID-19 with forward-looking expected data (not backward-looking, empirical data) as the global economy faces what could become the worst business environment since the Great Depression, irrespective of government fiscal stimulus.

Mar 11, 2020

Seeds of Financial Crisis May Have Been Sown, Volatility Soars
Image Shown: The broader market indices continue to reveal tremendous levels of volatility. The Dow Jones Industrial Average dropped 5.86%, or 1,465 points, to 23,553 during the trading session March 11. From Value Trap: It seems like the markets experience a new financial crisis every decade or so. During the past few decades alone, there have been three significant banking crises: the savings and loan crisis of the late 1980s/early 1990s; the fall of Long-Term Capital Management and the Russian/Asian financial crisis of the late 1990s; and the Great Recession of the last decade that not only toppled Lehman Brothers, Bear Stearns, Washington Mutual, and Wachovia but also caused the seizure of Indy Mac, Fannie Mae and Freddie Mac...It's likely we will have another financial crisis at some point in the future, the magnitude and duration of which are the only questions. My primary reason for this view is not to be a doomsayer, but rests on the human emotions of greed and fear... -- Value Trap, published 2018

Mar 10, 2020

S&P 500 Hits Target Range, Nibbling at Ideas?
As we have outlined extensively in Value Trap: Theory of Universal Valuation, the combination of indexing and quantitative algorithmic trading is creating a situation of tremendous volatility. When indexers sell, they're not selling overpriced equities, they're selling everything in the index, indiscriminately. This has profound implications on the levels of broad market volatility, as we've been witnessing, exacerbated by the quants that pay little attention to fundamental analysis.

Mar 1, 2020

Our Reports on Stocks in the Software (Graphics) Industry
The software (graphics) industry is composed of a variety of firms from online gaming entities to technology-based-language learning companies. Industry constituents compete for the leisure time, attention and discretionary spending of consumers. The social gaming space, in particular, is evolving rapidly, and new entrants will inevitably drive down outsize returns over time. Performance of many participants is “hit” driven. If companies don’t deliver “hit” products to the market, operating results will suffer. Rapid technological change makes obsolescence a possibility. We don’t like the group’s structure.

Feb 13, 2020

Our Reports on Stocks in the Engineering & Construction Industry
Image Source: CBI. We've optimized our coverage.

Jan 21, 2020

You Saw It Coming: 85% of Quant Funds Underperform
Financial advisors that shared the book Value Trap with your clients, if you think it makes sense, please be sure to let them know how hard you are working for them in staying up to date with new developments, especially the vast underperformance of quant mutual funds. Keep building trust.

Jan 10, 2020

Our Reports on Stocks in the Semiconductor Equipment Industry
Image Source: Applied Materials. We've optimized our technology coverage.

Dec 31, 2019

Our Reports on Stocks in the Food Retailing Industry
Image Source: Mike Mozart. We've reallocated our resources to cover more recession-resistant stocks.