Bronte Capital

If you want to understand where Uber's business model is going read this stream on Twitter: https://twitter.com/groditi/status/7324178...

Got a reasonable day off in Nashville. (You got to recover from jet-lag somewhere!) Wound up at a cool blues bar on Bourbon Street. But th...

The US Senate has released a lot of Valeant documents. Link here .  There is quite a deal here - but I got to this email from Bill Ackman...

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 ...