Valeant: Information Vacuums, Management Credibility and Investment Value

As an investor, would you buy shares in a company that is at the center of a political and legal firestorm? What if this company has a CEO w...

Narrative Resets: Revisiting a Tech Trio (Apple, Facebook and Twitter)

In a post in August 2014 , I examined the importance of narratives in valuation and how shifts or changes in those narratives can affect val...