Valeant Pharmaceuticals International, Inc.
VRX
position
long
Wally Weitz
Thesis
Valeant is interesting because they are looking to acquire Allergan, which has been a natural target for them. Even if the acquisition doesn't go through, Valeant is likely to buy something else, and they have a strategy of cutting bloated cost structures to increase earnings.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time horizon for the thesis, it's difficult to assess whether the investment thesis has played out. The potential acquisition of Allergan and the strategy of cost-cutting are relevant factors, but without knowing how Valeant's stock has reacted or if these strategies have been implemented, the outcome remains uncertain.
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