Bronte Capital
The sometimes eccentric views of John Hempton
Thursday, August 28, 2014
Valeant Pharmaceuticals Part XII: the rolling solvency calculation
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I am short Various parts of the Valeant capital structure and long a few thousand put contracts. This is a bet that is levered to terribl...
21 comments:
Monday, August 18, 2014
Nuskin - an MLM with wonky accounts
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Regular readers will know that I am not an unbridled fan of multi-level marketing schemes MLMs - but I don't think they are all evil eit...
6 comments:
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