Showing posts with label Value Investing. Show all posts
Showing posts with label Value Investing. Show all posts

A Valeant Update: Damaged Goods or Deeply Discounted Drug Company?

Rats get a bad rap for fleeing sinking ships. After all, given that survival is the strongest evolutionary impulse and that rats are...

Explaining a Paradox: Why Good (Bad) Companies can be Bad (Good) Investments!

In nine posts, stretched out over almost two months, I have tried to describe how companies around the world make investments, finance them ...