Monday, June 27, 2016

That moment when you realise that Nick Clegg is a better trader than you...

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This is an article by Nick Clegg - a UK politician - before the Brexit vote. Amazing... https://inews.co.uk/opinion/comment/will-wake-vo...
9 comments:
Friday, June 17, 2016

Some thoughts on very low interest rates

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I have been having twitter arguments with people I usually respect who think that it is self-evident that very low rates (even negative rate...
76 comments:
Thursday, June 9, 2016

What passes for Japanese innovation now (Kirin edition)

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When I was young all the most innovative products seemed to come from Japan. And so I find myself gently disappointed reading the Kirin Comp...
7 comments:
Tuesday, May 17, 2016

Uber as a predatory lender

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If you want to understand where Uber's business model is going read this stream on Twitter: https://twitter.com/groditi/status/7324178...
24 comments:
Monday, May 9, 2016

Catching up with the Narwhal Empire in Nashville

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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...
5 comments:
Saturday, May 7, 2016

If someone disagrees with you they are certifiably crazy: Bill Ackman, Valeant and Herbalife edition.

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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...
20 comments:
Monday, April 25, 2016

Valeant's new CEO

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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...
12 comments:
Thursday, April 7, 2016

The great matrimonial housing short-squeeze

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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 ...
23 comments:
Thursday, March 24, 2016

Do you want to die with dignity? There is a coupon for that.

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Business Insider has another post that explains Valeant's business model. They bought an out-of-patent drug (Sodium Seconal) which is...
9 comments:
Monday, March 21, 2016

Mr Ackman's letter to the Allergan board

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