Bronte Capital
The sometimes eccentric views of John Hempton
Tuesday, March 15, 2016
How to judge Valeant in 2016
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Here is a slide from Valeant Investor Day conference call in December 2015. You can find the original at this link . Only a few month...
28 comments:
Monday, March 14, 2016
Questions for the Valeant conference call
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Valeant is planning to have a conference call to "discuss preliminary fourth quarter 2015 financial results and update 2016 financial ...
1 comment:
Sunday, March 13, 2016
The LA Times explores Valeant's business model
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The LA Times has a savage little article on herpes (or cold sore) topical medication. In Australia you can buy small tubes of Zovirax topica...
11 comments:
Friday, March 11, 2016
Citron on J2 Global
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Citron has published on J2 Global (JCOM). http://www.citronresearch.com/citron-exposes-the-dirty-secrets-of-j2-global-jcom/ Far more det...
2 comments:
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:
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