Ralph (Shock Exchange) and I sit down to discuss some of his recent work on Valeant Pharmaceuticals.
If you’re like me, you’ve heard a lot about Valeant, but may not have a strong understanding of what’s going on at the company.
After this interview, you should have a much clearer picture.
(Press play button to listen or click here to download.)
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A few highlights:
- What was Valeant’s business model and how did it get them into trouble?
- What’s behind the great Valeant implosion over the past year?
- Who is Philidor and how have they hurt Valeant?
- Who all is suing Valeant and why?
- What’s up with the Bill Ackman insider trading accusations?
- What is their present financial outlook (Hint: Yikes)?
- Is there any good news?
- The current bull case.
- What is the company worth, and why?
I hope you enjoy the interview.
Best,
Brian
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