Bronte Capital
The sometimes eccentric views of John Hempton
Wednesday, June 11, 2014
Valeant Pharmaceuticals Part II: GAAP and non-GAAP accounts
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In Part 1 I introduced Valeant Pharmaceuticals and its business model which is to acquire pharmaceutical companies, strip them of their res...
8 comments:
Valeant Pharmaceuticals International: an extended look
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Valeant Pharmaceuticals is the hottest stock in the hottest sector (pharmaceuticals and biotech). It also has the strangest business model: ...
17 comments:
Monday, June 9, 2014
Just what Canada needs: more exposure to a resource/China driven economy
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Tony Abbott - the Australian Prime Minister - is in Canada at the moment. The Australian press reports that he is meeting a whole lot of fu...
11 comments:
Saturday, May 24, 2014
The lesson of today's New York Post Herbalife story
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Today Michelle Celarier in the New York Post blew the cover of some fairly harmless anonymous blogger. You can read the story here and the ...
19 comments:
Thursday, May 15, 2014
The New York Times pile onto Insys
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The New York Times picks up where this blog leaves off , piling onto Insys Therapeutics. To quote: Interviews with several former Insys s...
4 comments:
Tuesday, May 13, 2014
Insys Therapuetics issues a statement
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Insys has issued a statement regarding their Subsys business... Insys Therapeutics Issues Clarifying Statement PHOENIX, AZ--(Marketwire...
2 comments:
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