Bronte Capital
The sometimes eccentric views of John Hempton
Wednesday, June 11, 2014
Valeant Pharmaceuticals Part II: GAAP and non-GAAP accounts
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In Part 1 I introduced Valeant Pharmaceuticals and its business model which is to acquire pharmaceutical companies, strip them of their res...
8 comments:
Valeant Pharmaceuticals International: an extended look
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Valeant Pharmaceuticals is the hottest stock in the hottest sector (pharmaceuticals and biotech). It also has the strangest business model: ...
17 comments:
Monday, June 9, 2014
Just what Canada needs: more exposure to a resource/China driven economy
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Tony Abbott - the Australian Prime Minister - is in Canada at the moment. The Australian press reports that he is meeting a whole lot of fu...
11 comments:
Saturday, May 24, 2014
The lesson of today's New York Post Herbalife story
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Today Michelle Celarier in the New York Post blew the cover of some fairly harmless anonymous blogger. You can read the story here and the ...
19 comments:
Thursday, May 15, 2014
The New York Times pile onto Insys
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The New York Times picks up where this blog leaves off , piling onto Insys Therapeutics. To quote: Interviews with several former Insys s...
4 comments:
Tuesday, May 13, 2014
Insys Therapuetics issues a statement
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Insys has issued a statement regarding their Subsys business... Insys Therapeutics Issues Clarifying Statement PHOENIX, AZ--(Marketwire...
2 comments:
Sunday, May 11, 2014
Insys Therapeutics: drug dealers and the Feds. Can the business survive?
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Insys Therapeutics ( INSY:NASDAQ ) is a seller of marijuana based anti-nausea drugs and super-strong opiates (Fentanyl) and nothing much els...
18 comments:
Thursday, May 8, 2014
Further explanation re Gulfports quarterly guidance
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Someone, remarkably, as a response to the last post argued that Gulfport's quarter looked quite good and wondered what I was seeing that...
7 comments:
Gulfport Energy's (GPOR) guidance
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Dear Investor (sucker): We will be producing far less oil…but only after spending far more of your dollars (that you kindly provided fo...
4 comments:
Tuesday, May 6, 2014
Just how weak are Bill Ackman's examples?
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Bill Ackman's ad nauseum attack on Herbalife has become a parody of itself. It has been widely acknowledge that Bill Ackman has had prob...
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