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Showing posts with the label Contrarian Investing
A Valeant Update: Damaged Goods or Deeply Discounted Drug Company?

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

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Rats get a bad rap for fleeing sinking ships. After all, given that survival is the stronge… Read more A Valeant Update: Damaged Goods or Deeply Discounted Drug Company?
Faith, Feedback and Fear: Ready for the Valeant Test?

Faith, Feedback and Fear: Ready for the Valeant Test?

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It is easier and more fun to write about your winners than your losers, but it is also far more imp… Read more Faith, Feedback and Fear: Ready for the Valeant Test?
Deutsche Bank: A Greek Tragedy at a German Institution?

Deutsche Bank: A Greek Tragedy at a German Institution?

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This may be a stereotype, but the Germans are a precise people and while that precision often gets … Read more Deutsche Bank: A Greek Tragedy at a German Institution?