Beur schreef op 9 mei 2016 15:32:
Valeant: Unsealed Ackman Emails Should Terrify BullsMay 9, 2016 Terrier Investing
Summary
Recently released emails between Bill Ackman and Valeant management make for an interesting twist to the Valeant saga.
While publicly pitching the stock, Ackman privately expressed significant concerns about the company being "on the brink of catastrophe" - even before all the bad stuff in 2016.
Multiple explanations could exist - Ackman could have done more research and changed his mind, or he could just have been playing politician.
But a reasonable person would believe he was deeply concerned, and his emails give voice to a plethora of bearish angles on Valeant's current predicament.
seekingalpha.com/article/3973074-vale...------------------
Gaat Ackman hiermee verder in de problemen komen?