Bronte Capital
The sometimes eccentric views of John Hempton
Tuesday, December 15, 2015
Valeant: O Tidings of Comfort and Joy
›
As every holiday movie watcher knows, it’s your Christmas spirit—the very power of your belief —that gives Santa’s reindeer the get-...
6 comments:
Tuesday, December 1, 2015
Philidor 2.0 business model
›
In my list of Valeant-associated pharmacies I included one called Forsta LLC. The company Forsta, LLC was established in Delaware on 25 ...
20 comments:
Sunday, November 29, 2015
Hanging out in Madrid: the broker-sales-pitch-slide-deck from hell
›
I am hanging out with friends in Madrid and they are telling stories of the bust. These are the sort of guy who try to understand bank balan...
4 comments:
Thursday, November 26, 2015
Valeant affiliates still setting up and operating bogus pharmacies
›
Valeant has responded to my last blog post. To quote: Short sellers have been making false, unsubstantiated claims about Valeant for month...
25 comments:
Philidor 2.0: Valeant and Stephen King play Chess with a lot of pharmacies
›
Valeant ( VRX:NYSE ) has managed the improbable. It sells (a). Generic drugs often with close substitutes, (b). It has raised th...
40 comments:
‹
›
Home
View web version
