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Ep. 452: Engineering the Fundamentals with Michael Covel on Trend Following Radio
Published 9 years, 10 months ago
Description
Michael Covel breaks apart Bill Ackman and Valeant Pharmaceuticals. He reads from a MarketWatch article that highlights documents that came from a Senate committee investigating the Valeant scandal, and the various reactions of top people involved. Michael also outlines and comments on various interchanges between Bill Ackman, Warren Buffett, Charlie Munger, and news outlets.
This episode is a “behind the curtain look” at billionaire traders and the seduction of fundamentals.
In this episode of Trend Following Radio:
- Fundamentals
- Valeant vs. Enron
- The Deep State
- Fixing the media
- Trading off price