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
Semtech Corporation (SMTC)
Stock Option Expense Distortion
Citrix Systems, Inc. (CTXS)
Big Lots, Inc. (BIG)
Operating Lease Distortion