Monday, June 30, 2014

The miserable circle of bad service: Telefonica edition

›
One of the puzzles of this world is why European phone revenues per customer are so low - and sustainably so. If there were any sign that th...
30 comments:
Wednesday, June 18, 2014

Valeant Pharmaceuticals Part VII: First notes on the special conference call

›
Valeant Pharmaceuticals yesterday held its "facts-based" conference call. There were plausible denials of several things that have...
28 comments:
Tuesday, June 17, 2014

Valeant Pharmaceuticals Part VI: a first question on corporate jets

›
A simple question. Is any part of the four (?) corporate jets ever put into the one-off basket like royalties (which were continuing) for Ga...
12 comments:

Valeant Pharmaceuticals Part V: Share pledges

›
Today is the day of  Valeant's "fact based" presentation . As I demonstrated in  Part IV  you need to verify "facts"...
15 comments:
Monday, June 16, 2014

Valeant Pharmaceuticals Part IV: Fact based discussions about the reduction of debt

›
Recent release:   Valeant Pharmaceuticals International, Inc. (NYSE: VRX) (TSX: VRX) today announced that it will conduct a  fact-based  pre...
14 comments:
Friday, June 13, 2014

Valeant Pharmaceuticals: Part IIIA: Corrections and amplifications on the Medicis restructuring charges

›
This post contains corrections and amplifications to and of the previous post - which is why it labelled Part IIIA. This is a series - it wi...
23 comments:
Thursday, June 12, 2014

Valeant Pharmaceuticals Part III: Assessing the one-off charges from the Medicis merger

›
In Part II of this series I explained how to look at Valeant Pharmaceutics GAAP and non-GAAP accounts. In particular I showed how the GAAP ...
34 comments: