Thursday, October 22, 2015

Some comments on the Valeant conference call

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Background: Roddy Boyd wrote a fine article about Philidor - a speciality pharmacy tied to Valeant. You can find the article  here . Some o...
65 comments:
Thursday, October 15, 2015

A cryptic post: no comments will be accepted as this is intended to remain cryptic (for a while anyway) (#timestamp)

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Me: I just want to say one word to you. Just one word. Graduate: Yes Sir Me: Are you listening? Graduate: Yes, are you? ...

Alibaba - yeah right Jack

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Jack Ma  - the Founder Chairman of Alibaba - released a letter in response to recent movements in the stock and fears about the Chinese cons...
37 comments:
Friday, October 9, 2015

Financial pyramid schemes on Main Street

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I can't resist this video - right down to the bullets put on the stack at the end. A true pyramid scheme. As the guys with guns...
3 comments:
Monday, October 5, 2015

Pershing Square modifies their performance numbers with an eight day week

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Pershing Square (the hedge fund associated with Bill Ackman) has a European listed closed-end fund called Pershing Square Holdings. P...
31 comments:
Sunday, October 4, 2015

This is for anyone who enjoys hiding in wardrobes

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Some weekend diversion... Pulp headlining Redding. It helps if you already love the Different Class album.
Friday, October 2, 2015

Sun Edison - some comments and a way forward

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Bronte has taken a long position in Sun Edison. We did this after the first and indeed second stages of the collapse in that stock. The stoc...
44 comments: