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
Alibaba Group Holding Ltd (BABA)
Excess Cash Distortion
Crown Castle International Corp. (CCI)
Bristol-Myers Squibb Company (BMY)
R&D Expense Distortion