Sitemap - 2015 - John Hempton's Newsletter

Friday On My Mind

Valeant: cash EPS, GAAP EPS and various covenants

Valeant: O Tidings of Comfort and Joy

Philidor 2.0 business model

Hanging out in Madrid: the broker-sales-pitch-slide-deck from hell

Valeant affiliates still setting up and operating bogus pharmacies

Philidor 2.0: Valeant and Stephen King play Chess with a lot of pharmacies

Channel stuffing by Valeant in Europe confirmed

SunEdison's new shareholders

Sun Edison disclosure practice

Video Raises Doubts over Flotek's Most Recent Statements

Flotek: a plea for accuracy

Comments on the blockbuster Valeant conference call

Simple proof that Philidor has shipped drugs where it is not licensed

Valeant and its captive pharmacies: some questions

Some comments on the Valeant conference call

A cryptic post: no comments will be accepted as this is intended to remain cryptic (for a while anyway) (#timestamp)

Alibaba - yeah right Jack

Financial pyramid schemes on Main Street

Pershing Square modifies their performance numbers with an eight day week

This is for anyone who enjoys hiding in wardrobes

Sun Edison - some comments and a way forward

Valeant Pharmaceuticals: some comments

Joe Hockey as MiniRAT. Thoughts on his departure

FOIA request to the SEC about Pershing Square market manipulation and Herbalife

Job interview questions: The size and scope of Alibaba

This is a genuine tweet from the China People's Daily twitter feed...

Jarvis Cocker sings about the stock market

Please read this for me

Bronte Capital is hiring a graduate

Sirius Minerals: Financing will be a serious challenge

Herbalife - the (very) long post

Regret theory in practice

Is anyone other than me rattled by the FIFA arrests?

Hanergy: let there be no doubt

Follow up from the McDonalds property post

McDonalds: property, ego and identity

ANZAC Day Centenary

Navinder Singh Sarao: Our spoofing hero

One more Bank of the Internet advertisement

Another Bank of the Internet advertisement

So what exactly do you get with Bank of the Internet stock?

Poor Charlie's Counterattack

April is the cruellest month

The Herbalife compensation puzzle

Rolls Royce and the Sequoia letter

Herbalife and subpoenas

A puzzle for the next ten days...

An interpretation of the Herbalife result

Maximus and outsourced unemployment services in Australia

The epic Retrophin 8-K filing

Stock research on Spark Networks (jdate.com)

Mr Andy Z. Fan is better than you

Dear Eurozone officials, Mr Putin is waiting

Bill Ackman is the Sabrina Rubin Erderly of anti-MLM campaigners

Herbalife after options expiry - Part III: What is UBS's game?

Herbalife after option expiry - Part II: counting shorts and longs

Vale Saxo Bank

Herbalife after the January option expiry: Part 1

It is time to close Saxo Bank down

The return of cookie-jar earnings: United Technologies edition

A comment on current Chinese vs Second World War Iron Ore demand

A shameless plug for the Southern Investigative Reporting Foundation