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
Intuitive Surgical, Inc. (ISRG)
Excess Cash Distortion
Schlumberger Limited (SLB)
Gentherm Incorporated (THRM)
R&D Expense Distortion