Valeant - links
There are two blog posts (both anonymous) that you must read to understand the Valeant bear case. The first is an old one - by AZ Value:
http://azvalue.blogspot.com.au/2015/08/valeant-detailed-look-inside-dangerous.html
The second is recent - going through cash needs this year. Valeant will be in acute financial stress at some point this year.
http://seekingalpha.com/instablog/46398186-commsense/4788496-think-know-mike-pearson-feel-well
John