Thursday, March 24, 2016

Do you want to die with dignity? There is a coupon for that.

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Business Insider has another post that explains Valeant's business model. They bought an out-of-patent drug (Sodium Seconal) which is...
9 comments:
Monday, March 21, 2016

Mr Ackman's letter to the Allergan board

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Reprinted in full without comment. Source here . Pershing Square Letter to Allergan’s Board: July 16 th , 2014 Mr. David E. I. Pyott...
18 comments:
Friday, March 18, 2016

A technical question on Herbalife for Mikeo: What happens to distributorships on the death of the distributor?

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This is a question for those who have spent too much time thinking about good versus not-so-good multi-level marketing schemes.  I apolog...
4 comments:
Tuesday, March 15, 2016

How to judge Valeant in 2016

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Here is a slide from Valeant Investor Day conference call in December 2015. You can find the original at this link . Only a few month...
28 comments:
Monday, March 14, 2016

Questions for the Valeant conference call

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Valeant is planning to have a conference call to "discuss preliminary fourth quarter 2015 financial results and update 2016 financial ...
1 comment:
Sunday, March 13, 2016

The LA Times explores Valeant's business model

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The LA Times has a savage little article on herpes (or cold sore) topical medication. In Australia you can buy small tubes of Zovirax topica...
11 comments:
Friday, March 11, 2016

Citron on J2 Global

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Citron has published on J2 Global (JCOM). http://www.citronresearch.com/citron-exposes-the-dirty-secrets-of-j2-global-jcom/ Far more det...
2 comments:
Tuesday, March 8, 2016

Being punished for doing the obvious: Peabody Energy Corp edition

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It is no secret that US coal companies are financially stretched. But Peabody Energy is particularly stretched. Here - courtesy Thomson Re...
20 comments:

If you can't be ethical at least do a well-executed cover up (a comment on Commonwealth Bank of Australia)

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Commonwealth Bank of Australia (CBA) last year faced a devastating expose of their financial planning business by Four Corners. Four Corners...
10 comments:
Monday, March 7, 2016

A comment on negative gearing in the Australian property market

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This blog only infrequently wades into Australian politics - but the negative gearing debate has large economic and financial market implica...
20 comments: