Sitemap - 2015 - John Hempton's Newsletter
Valeant: cash EPS, GAAP EPS and various covenants
Valeant: O Tidings of Comfort and Joy
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
Sun Edison disclosure practice
Video Raises Doubts over Flotek's Most Recent Statements
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
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
Bronte Capital is hiring a graduate
Sirius Minerals: Financing will be a serious challenge
Herbalife - the (very) long post
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
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?
The Herbalife compensation puzzle
Rolls Royce and the Sequoia letter
A puzzle for the next ten days...
An interpretation of the Herbalife result
Maximus and outsourced unemployment services in Australia
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
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