I think the cash flow analysis is pretty damning. Valeant says they are pulling in a lot of cash from all of their acquisitions, but if you calculate what the cash flow would need to be for that to be true, it's over 200% of what Valeant actually has on it's 10-Ks!
Some else posted this link a few days ago.
http://azvalue.blogspot.com/2015/08/valeant-detailed-look-in...
I think the cash flow analysis is pretty damning. Valeant says they are pulling in a lot of cash from all of their acquisitions, but if you calculate what the cash flow would need to be for that to be true, it's over 200% of what Valeant actually has on it's 10-Ks!