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
Zayo Group Holdings, Inc. (ZAYO)
Stock Option Expense Distortion
Sensata Technologies Holding N.V. (ST)
BorgWarner Inc. (BWA)
R&D Expense Distortion