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
Vector Group Ltd. (VGR)
Excess Cash Distortion
Fair Isaac Corporation (FICO)
Stock Option Expense Distortion
Mellanox Technologies, Ltd. (MLNX)
R&D Expense Distortion