Compounder Graveyard: Valeant’s Effort
Plus! Decarbonization; Streaming in India; Vegas; Copycat Economics; The Disney Platform
In this issue:
Valeant’s Effort
Decarbonization
Streaming in India
Vegas
Copycat Economics
The Disney Platform
This post is part three in the compounder graveyard series. See part one on GE for a quick explanation of compounders.
Valeant's Effort
A company is a call option that wants to be a bond when it grows up, and nowhere is this more true than in single-pro…
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