I took the latest news and the decline of the Valeant stockprice as reason to make a fundamental analysis of the company and calculated what the business is probably worth.
I present you my precise DCF-Model:
As Charlie Munger says: “There’s seldom just one cockroach in the kitchen.” I think a fundamental analysis of this kind of company is pointless as you cannot say witch numbers are wrong (phildor) and witch aren’t.
As usual Martin Shkreli also did some good work analysing Valeant. (link here) Its impressive when he is searching the revenue for each drug seperatly or looking up documents on the FDA homepage. Pointless but impressive.
By the way, Bronte likes the new CEO of Valeant (Link here)