What are we reading?

  • Valeant — A detailed look into a dangerous story well told — Part I, II, III (az)
  • Valeant — A detailed look into a dangerous story well told — Part IV (az)
  • Valeant Pharma — some comments (BronteCapital)
  • Project Owl Documents — Ferrari (SEC)
  • Fait Chrysler profits look good but Bernstein Research worries about debt (Forbes)
  • Marchionne talks of industry mergers called signs of Panic (Bloomberg)
  • Fiat Chrysler CEO spar over consolidation on call (WSJ)
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