- When you think you're having a bad day, just remember that it could be worse: you could be Bill Ackman.
- In fact, if Bill Ackman was japanese, he'd probably commit hara-kiri (don't do this Bill, I've heard it hurts a lot. I have some suggestions below to forget about painful moments like today).
- What's that smell? It's the huge nervous shit in Bill Ackman's pants that's so abundant, it's smelling from New-York to Canada.
- Bill Ackman could have bought almost any crappy stock one year ago, he would have had better results than with his investment on Valeant. In fact, a monkey or even a chicken would have had better returns.
Today, I almost laughed, seeing the incredible drop of Valeant. It was so tragic to lose so much money in a single day that I couldn't manage my emotions. So I was inclined to laugh, or at least to smile, saying: "C'est pas possible, tabarnac!". Oh yeah, the shit under Philidor was surely much bigger than what I thought.
Some people say that the sales of Valeant's drugs are way lower than what was expected, proving that Valeant's model is starting to crumble.
Maybe both opinions are right (Philidor + sales declining). I don't know. I still believe that the actual valuation is insanely cheap (less than 4 times earnings), but maybe I'm a victim of the management and their beautiful words that seem to worry everyone but me. Because I'm so fucking stupid.
Well, fuck all that and let's party with some cocaine and russian whores! There is no future anyway.
I have a word to say on Nobilis Health (NHC.TO). Holy shit, the last results were released this afternoon and they are so fucking great!
0,68$ (US) per share in 2015 VS 0,06$ (US) per share for 2014. They actually beat expectations by 0,39$, which is incredible.
And the shares are selling at 4,40$ (CAN)!
They fucking killed estimates. I fucking hated that company until today because of their public relations and accounting problems but now I'm madly in love with them and I hope a fucking load of people all around the world will buy their shares tomorrow to help me getting back the 20 000$ I lost with Valeant!
LET'S GO STUPID PEOPLE! FOLLOW MY WORDS LIKE I FOLLOWED THE WORDS OF MIKE PEARSON!