Clear Value Research
A disciplined research framework that helps investors understand business quality, real valuation, and timing without hype, predictions, or guesswork. Clarity replaces confusion, so you can invest with confidence.
Membership Plans
Clear Value Research provides a disciplined way to evaluate business quality, real valuation, and market conditions — without predictions or guesswork. Each membership level allows you to choose the companies you want analyzed from our curated universe of eligible stocks.
How It Works
Every membership includes:
- Research reports built using the same disciplined Quantitative and Qualitative (QUANT + QUAL) framework
- Clear, plain-spoken analysis
- No predictions, no recommendations, no “top picks”
- Reports typically delivered the same day, always within 48 hours
- Unused report credits roll over
- Month-to-month flexibility — cancel anytime
You choose the companies. We deliver consistent, structured analysis every time.
What’s Included in Every Report
1. Qualitative Assessment — 12 Factors Across Three Tiers
Our 12-factor QUAL model measures a company’s durability, scalability, and resilience using a consistent scoring system built from observable evidence. The framework is organized into:
Tier 1 — Core Durability (60 percent weight)
Evaluates competitive strength, free-cash generation, pricing power, and structural scalability.
Tier 2 — Execution & Capital Discipline (25 percent weight)
Assesses leadership quality, capital allocation, and the company’s ability to expand efficiently.
Tier 3 — Resilience & Adaptability (15 percent weight)
Identifies exposure to interest-rate cycles, macro conditions, and geographic or regulatory risk.
Every factor is scored 1–5 using the same rules-based criteria, producing consistent, comparable insights across all companies.
2. Archetype Classification — Clear Business-Model Identity
Every company is classified into a specific business-model archetype, drawn from CVR’s structured archetype database (e.g., Platform, Marketplace Aggregator, Developer Infrastructure, Vertical SaaS, Usage-Based Infrastructure, Consumer Compounder, etc.).
Archetypes give immediate clarity by answering:
- What kind of business is this?
- How does it truly make money?
- Which companies share the same economic engine?
This replaces vague descriptions with clear, comparable mental models.
3. QUANT Valuation & Earnings Quality
Each report includes a structured evaluation of:
- Real economic earnings (CGR, CCY)
- Efficiency of reinvestment
- Balance-sheet flexibility
- Growth durability
This is valuation built on fundamentals — not predictions or thematic narratives.
4. Trend & Macro Context (High-Level Only)
A concise view of the company’s environment:
- Broader market conditions
- Macro pressures or support
- High-level trend context
No trading signals. No indicator lists.
Just the essential backdrop for understanding business risk.
Clear, Plain-Spoken Language
Everything is presented with one goal:
to give investors clarity without noise, jargon, or speculation.
Our Structured Coverage Universes
Clear Value Research uses a transparent, rules-based process to determine which companies qualify for standardized QUANT + QUAL analysis. This ensures every report you receive is grounded in clean financial data, consistent patterns, and real fundamentals — not opinions or stock picking.
Download Our Full Coverage Lists:
To see the complete set of companies eligible for Clear Value Research analysis, you may download both coverage universes:
We maintain two research universes:
1. CVR Compatible Universe (~900 companies)
This is the broad set of companies whose financial history and disclosures fully support accurate analysis using the CVR framework.
To qualify, a company must:
- Be listed on major U.S. exchanges
- Have at least five full years of meaningful revenue
- Provide consistent, reliable financial statements
- Operate a business model compatible with QUANT + QUAL
- Not fall into excluded categories such as:
– financial institutions
– real estate companies
– utilities
– commodity-driven businesses
These requirements ensure that every company in the Compatible Universe can be evaluated with the same structured methodology.
2. CVR Standard Coverage Universe (~309 companies)
From within the Compatible Universe, we identify a smaller group of companies whose multi-year revenue behavior best supports consistent comparison across the research library. The Standard Universe is produced mechanically — with no opinions, predictions, or judgments about investment attractiveness.
To qualify, a company must show:
- Clear, stable, directionally understandable revenue patterns (RTS 4 or 5)
- Meaningful multi-year revenue growth (minimum 3–4 percent)
- Higher growth thresholds for companies with slightly less transparent revenue
- Data consistency that aligns cleanly with CVR’s automated update cycle
This selection is strictly structural — it reflects analytical preferences, not investment opinions.
Why This Matters for You
The CVR universes exist for one purpose: to give you clear, dependable research based on real fundamentals.
By filtering companies through transparent rules, we ensure:
- Revenue trends behave predictably
- Reports remain comparable across companies and industries
- QUANT + QUAL scoring is stable quarter after quarter
- Your analysis is grounded in reliable historical patterns, not guesswork
Special-Request Research is available for companies that meet our core data requirements but fall outside the Standard Universe due to size, liquidity, or revenue-transparency thresholds.
The result is simple:
Every report you receive is consistent, objective, and built on the clearest data available.
Choose Your Plan
Every plan gives you access to the same disciplined research system.
You choose how many reports you want each month.
Starter — $29/month
For maintaining a focused watchlist.
Includes up to 5 reports each month.
Pro — $59/month
For investors tracking multiple sectors or ideas.
Includes up to 12 reports each month.
Advanced — $99/month
For higher-volume research workflows.
Includes up to 25 reports each month with priority handling.
Research Institutional — $149/month
For broad universes and frequent research needs.
Includes up to 50 reports each month with priority handling.
Optional Add-On: Special-Request Research
For companies outside the standard CVR Coverage Universe that still meet analytical requirements.
$35 per report — available to all membership tiers.
Delivery typically 48–72 hours.
Analytical requirements: U.S.-listed on a major exchange, at least five full years of meaningful operating revenue, and not a financial institution.
Why Members Join
Most investors struggle because they drown in information but lack a framework.
Clear Value Research replaces guesswork with structure — so you know what a business is worth, why it’s durable, and whether conditions support buying.