Tuesday, July 22, 2014

Herbalife and selective editing

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The first Herbalife distributor I met told me - with a completely straight face that Herbalife cured diabetes. If I put this - and the fir...
10 comments:
Monday, July 21, 2014

Valeant Pharmaceuticals Part VIII: product sales distribution from the department of "really".

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A key part of the Valeant bull case is that they are extremely diversified as to their product mix and that diversification reduces the risk...
11 comments:
Monday, June 30, 2014

The miserable circle of bad service: Telefonica edition

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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

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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

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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

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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

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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

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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...
23 comments: