Dan Kullman

About Dan Kullman

My career has been centered on helping investors and advisors think more clearly about markets, businesses, and decision-making under uncertainty.Earlier in my career, I worked in investment management and advisory environments, including time spent educating financial advisors on portfolio construction, risk management, and how different strategies behave across market cycles. That role required translating complex investment concepts into clear, usable frameworks—without relying on prediction or short-term market narratives.Over time, that work increasingly gravitated toward fundamentals: how businesses create value, how durable that value is, and how much of it is already reflected in market prices. What stood out wasn’t superior forecasting, but the power of disciplined structure—asking the same questions, the same way, across different companies and environments.Clear Value Research was created to formalize that approach into an independent, rules-based research platform. The focus is not on trade ideas or market calls, but on clarity—understanding business quality, valuation, and cash flow durability through a consistent framework that allows for objective comparison.The goal is simple: replace noise with structure, and opinion with process, so investors can make better long-term decisions grounded in fundamentals rather than narrative.

Experience

1. Founder

   Clear Value Research

   Dec 2025 — Present · Houston, TX, US

   Founder of Clear Value Research, an independent equity research platform focused on rules-based analysis of business quality, valuation, and cash flow durability.Research is built around a consistent framework designed to help investors evaluate how companies create value over time and whether stock prices reflect underlying fundamentals rather than narrative or momentum.

Education

• University of Houston

  BBA, Finance

  1988 — 1992