This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Tuesday, April 22, 2014
Jeff Ubben on CNBC (part 1)
Jeff Ubben of ValueAct Capital was on CNBC recently sharing his opinion on Microsoft (MSFT) and Valeant Pharmaceuticals (VRX). Here is the first interview in which he shares his thoughts on VRX and the recent news that Bill Ackman's Pershing Square is partnering with the company to help it take over Allergan.
Enjoy:
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