Bronte Capital

Joe Papa has just accepted appointment as CEO of Valeant. a. I am glad my short is mostly - not entirely covered. Joe Papa is a fabulous a...

It's a fairly consistent view around our office that house prices are absurd in Sydney - and winning a Sydney property auction is not a ...

Business Insider has another post that explains Valeant's business model. They bought an out-of-patent drug (Sodium Seconal) which is...

Reprinted in full without comment. Source here . Pershing Square Letter to Allergan’s Board: July 16 th , 2014 Mr. David E. I. Pyott...

This is a question for those who have spent too much time thinking about good versus not-so-good multi-level marketing schemes.  I apolog...

Here is a slide from Valeant Investor Day conference call in December 2015. You can find the original at this link . Only a few month...

Valeant is planning to have a conference call to "discuss preliminary fourth quarter 2015 financial results and update 2016 financial ...

The LA Times has a savage little article on herpes (or cold sore) topical medication. In Australia you can buy small tubes of Zovirax topica...

Citron has published on J2 Global (JCOM). http://www.citronresearch.com/citron-exposes-the-dirty-secrets-of-j2-global-jcom/ Far more det...

It is no secret that US coal companies are financially stretched. But Peabody Energy is particularly stretched. Here - courtesy Thomson Re...