Bronte Capital
The sometimes eccentric views of John Hempton
Monday, October 20, 2014
Valeant Part XIII: channeling Jeff Skilling - or trying to reconstruct Valeant's balance sheet
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There was a very famous conference call once where Highfields Capital analyst Richard Grubman asked for a balance sheet with Enron's e...
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Thursday, October 16, 2014
Nu Skin's capital structure makeover
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Yesterday Nu Skin announced that they had a new loan to replace the old loan. This was essential because the old loan was about to breach it...
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