Weekend Reading: Herbalife, Lego and the Failure of Austerity
Some links for reading over the long weekend: Notes on visiting a Herbalife nutrition club in Queens — John Hempton takes apart Bill Ackman’s allegations against the company by seeing it in action, and suggests Ackman’s conclusion may be based on not having done the same. (Bronte Capital) Bullish optimism is beginning to reach extremes [...]
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