Herbalife

Discussed in 3 interviews.

Interviews

Spring 2019 John Hempton Bronte Capital Interview, p. 1 ↗, continues p. 33
John made public calls on Herbalife and Valeant. He explains how he hunts for fraud, why switching costs matter, and his view on Mattel.
Companies: Valeant, Herbalife, Mattel Short selling Accounting International
Spring 2017 Clifford Sosin CAS Investment Partners Interview, p. 1 ↗, continues p. 14
Cliff runs a very concentrated, long-term book. He goes deep on two controversial ideas, Herbalife and World Acceptance, and gives some unusual career advice.
Companies: Herbalife, World Acceptance Portfolio construction Career advice
Winter 2015 Bill Ackman Pershing Square Capital Management Interview, p. 1 ↗, continues p. 4
Bill on what he calls the creative side of investing, with stops at Allergan and Valeant, Herbalife, Canadian Pacific, Fannie and Freddie, Zoetis and McGraw-Hill.
Companies: Allergan, Valeant, Herbalife, Canadian Pacific, Fannie Mae, Freddie Mac, Zoetis, McGraw-Hill Financial Activism Short selling