Bronte Capital
The sometimes eccentric views of John Hempton
Thursday, June 12, 2014
Valeant Pharmaceuticals Part III: Assessing the one-off charges from the Medicis merger
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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:
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:
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