Bronte Capital

The sometimes eccentric views of John Hempton

Friday, June 13, 2014

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

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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...
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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 ...
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