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
FactSet Research Systems Inc. (FDS)
Celgene Corporation (CELG)
R&D Expense Distortion
Amazon.com, Inc. (AMZN)
Excess Cash Distortion