Bronte Capital

The sometimes eccentric views of John Hempton

Wednesday, November 30, 2016

Valeant, Salix, sales force and asset sales

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Valeant put out a press release today about expansion of sales force for their Salix business: Valeant Announces The Initiation Of A Prima...
13 comments:
Tuesday, November 29, 2016

On the freight train - how do you value Adidas?

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I own a position in Adidas - the German athletic shoe and fashion company. Given how well it has performed the position is nowhere near bi...
26 comments:
Friday, November 18, 2016

Valeant and Philidor after the criminal charges

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On 15 October 2015 I posted a brief post which was (I believe) the first public reference to Philidor, the now notorious speciality pharmac...
7 comments:
Monday, November 14, 2016

You might not like the TPP. You are going to like the alternative less.

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The Trans-Pacific Partnership - the mega-trade treaty - is dead . I am not going to opine on the merits of various provisions in that tra...
20 comments:
Friday, October 28, 2016

The hated bounce: Elementis edition

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This post is a cliche. Elementis is a specialty chemical company which makes rheology modifiers (go on - look it up). The company has tw...
3 comments:
Thursday, October 13, 2016

Measuring how bad Twitter is

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My last blog post (exposing Twitter's excessive costs) prompted horror story emails on Twitter. But the best thing sent to me was a f...
14 comments:
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