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Valeant Pharmaceuticals

also referred to as: valeant

3 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Mar 5, 2018 by Basil Qunibi · across every show →

Everything said about Valeant Pharmaceuticals, oldest first

Mar 5, 2018
Assertion Supported
In 2015, 150 hedge funds owned 70 days of Valeant trading volume
“Valiant was at one. Valiant had a 150 or so hedge fund managers, and in aggregate, they represented 7000% of average daily volume. So, 70 days worth of volume was represented by a 150 managers.”
Basil Qunibi Mar 5, 2018 ▶ 38:35 Basil Qunibi - Moneyball for Allocators (Capital Allocators, EP.42)
Mar 5, 2018 bearish
Assertion Not publicly verifiable
In 2018, Altaba matched Valeant's peak hedge fund crowdedness score
“And I can tell you there's three or four stocks right now that, that are in similar score to value. You know, one of them is the Altaba for sure, which is I think the Yahoo, you know, spin out.”
Basil Qunibi Mar 5, 2018 ▶ 39:15 Basil Qunibi - Moneyball for Allocators (Capital Allocators, EP.42)
Oct 16, 2023 bullish
Disclosure
Corre: Governors Lane is buying mispriced Bausch + Lomb debt
“We're participating in the transaction that Bausch and Loma's doing. We think the rating is lower than it should be. It's rated B-one, in part because they have this dynamic with their old parent Valiant, or what is now called Bausch. We think the pricing is r…”
Isaac Corre Oct 16, 2023 ▶ 36:59 Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
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