Tuesday, March 8, 2016

Being punished for doing the obvious: Peabody Energy Corp edition

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It is no secret that US coal companies are financially stretched. But Peabody Energy is particularly stretched. Here - courtesy Thomson Re...
20 comments:

If you can't be ethical at least do a well-executed cover up (a comment on Commonwealth Bank of Australia)

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Commonwealth Bank of Australia (CBA) last year faced a devastating expose of their financial planning business by Four Corners. Four Corners...
10 comments:
Monday, March 7, 2016

A comment on negative gearing in the Australian property market

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This blog only infrequently wades into Australian politics - but the negative gearing debate has large economic and financial market implica...
20 comments:
Thursday, February 25, 2016

The amazing Zatarra Research piece on Wirecard

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Zatarra Research - a seemingly anonymous outfit I had never heard of - have put out an amazing report on Wirecard - a reverse merger German ...
33 comments:
Thursday, February 11, 2016

Valeant - links

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There are two blog posts (both anonymous) that you must read to understand the Valeant bear case. The first is an old one - by AZ Value: h...
12 comments:
Wednesday, February 3, 2016

Mr Ackman, I forgive you. Mike fooled almost everybody...

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Bill Ackman gave a  presentation  on Valeant ( NYSE:VRX ) and its relationship with Philidor on 30 October 2015. Most people remember the pr...
12 comments:
Friday, January 15, 2016

Follow up on Norma Provencio, Valeant and Signalife/Heartronics

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Valeant has offered a short reply to  my last post . To  quote in full : We understand that Ms. Provencio participated in a private placem...
5 comments:
Sunday, January 10, 2016

Valeant and Norma Provencio: Hmmm...

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In December Bloomberg published an article  observing that Norma Provencio (the head of the Board's Audit Committee) had held a similar ...
4 comments:
Tuesday, January 5, 2016

Does News Corp really employ journalists who think there is no difference between the Islamic State and the Jewish State?

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This is a tweet from Michelle Celarier at the New York Post.   To quote: "Islamic state. Jewish state. What is the difference?...
11 comments:
Monday, December 28, 2015

Friday On My Mind

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The iconic 60s Australian rock-star - Steve Wright - has died. And I can't help but hum cheery Easybeats songs - which is I think the...
1 comment: