In this session, Aswath Damodaran takes a follow-up look at Valeant, after six months of information blackout, management confusion and legal jeopardy. While the company has not released any information since his November 2015 valuation, Damodaran revalues the company to reflect its heightened debt burden and delayed information.
Valeant: Information Vacuums, Management Credibility And Investment Value
Spreadsheets with valuations:
Valeant, the star (9/2015)
Valeant, the cash cow (11/2015)
Valeant, the dog (April 2015)
Slides