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
Gentherm Incorporated (THRM)
R&D Expense Distortion
Microsoft Corporation (MSFT)
Excess Cash Distortion
Twitter, Inc. (TWTR)
Stock Option Expense Distortion