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
The Walt Disney Company (DIS)
Acquisition Intangibles Distortion
Cognizant Technology Solutions Corporation (CTSH)
Excess Cash Distortion
Intuit Inc (INTU)
R&D Expense Distortion