Bronte Capital
The sometimes eccentric views of John Hempton
Tuesday, November 10, 2015
Flotek: a plea for accuracy
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This post had a material impact on the stock: the company admitted to most the important allegations in this post and the stock halved. My ...
25 comments:
Friday, October 30, 2015
Comments on the blockbuster Valeant conference call
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Note: About ten minutes after I posted this blog Valeant terminated its relationship with Philidor . The liability questions at the en...
72 comments:
Monday, October 26, 2015
Simple proof that Philidor has shipped drugs where it is not licensed
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The Wall Street Journal has a fabulous article about Valeant's ties to Philidor - its captive specialty pharmacy. In it they suggest...
47 comments:
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