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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