Bronte Capital
The sometimes eccentric views of John Hempton
Thursday, December 17, 2015
Valeant: cash EPS, GAAP EPS and various covenants
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Today Valeant guided down its so-called cash EPS. You can find the press release at this link . Lets just take the 3Q guidance as publish...
16 comments:
Tuesday, December 15, 2015
Valeant: O Tidings of Comfort and Joy
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As every holiday movie watcher knows, it’s your Christmas spirit—the very power of your belief —that gives Santa’s reindeer the get-...
6 comments:
Tuesday, December 1, 2015
Philidor 2.0 business model
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In my list of Valeant-associated pharmacies I included one called Forsta LLC. The company Forsta, LLC was established in Delaware on 25 ...
20 comments:
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