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
Salesforce.com, Inc. (CRM)
R&D Expense Distortion
Marriott International, Inc. (MAR)
Cognizant Technology Solutions Corporation (CTSH)
Excess Cash Distortion