Each week, Valens focuses on several companies that were analyzed in the prior week, where material distortions caused by as-reported GAAP accounting need to be corrected to understand a company’s economic fundamentals.
Company Specific Highlights & Insights
Thermo Fisher Scientific, Inc. (TMO)
Deluxe Corporation (DLX)
Net to Gross PP&E Distortion
The Boeing Company (BA)
R&D Expense Distortion