Valeant

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 2016 Marc Cohodes Rocker Partners / Copper River (former) Interview, p. 1 ↗, continues p. 33
A career short seller on Nu Skin, Canadian housing and Home Capital Group, and the warning signs he watches for, starting with managements that go after short sellers.
Companies: Nu Skin Enterprises, Home Capital Group, World Acceptance, Signet Jewelers, Tempur Sealy, Valeant, Tesla Short selling Accounting Financials
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