Bronte Capital
The sometimes eccentric views of John Hempton
Thursday, November 26, 2015
Philidor 2.0: Valeant and Stephen King play Chess with a lot of pharmacies
›
Valeant ( VRX:NYSE ) has managed the improbable. It sells (a). Generic drugs often with close substitutes, (b). It has raised th...
40 comments:
Thursday, November 19, 2015
Channel stuffing by Valeant in Europe confirmed
›
The original Citron post which caused Valeant stock to crash alleged that Valeant used a hitherto undisclosed relationship with Philidor to ...
24 comments:
SunEdison's new shareholders
›
There are 316 million SunEdison shares outstanding and - at pixel time - which is still before close - 128 million have traded. There will ...
4 comments:
Tuesday, November 17, 2015
Sun Edison disclosure practice
›
I have - on the grapevine - been sent a research report from Credit Sights on Sun Edison. "The title: Sun Edison and Terraform: Dual 10...
11 comments:
Wednesday, November 11, 2015
Video Raises Doubts over Flotek's Most Recent Statements
›
Flotek ( NYSE:FTK ) put out an SEC filing in which they admitted the substantial points in my last blog post. The data that they presented ...
8 comments:
‹
›
Home
View web version
