Bronte Capital
The sometimes eccentric views of John Hempton
Sunday, November 2, 2014
Herbalife earnings preview
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This is a Herbalife earnings preview. I am an (extreme) bull on this stock - but I will try to state it as neutrally as possible. If the bea...
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Monday, October 20, 2014
Valeant Part XIII: channeling Jeff Skilling - or trying to reconstruct Valeant's balance sheet
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There was a very famous conference call once where Highfields Capital analyst Richard Grubman asked for a balance sheet with Enron's e...
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