Richmond Capital

London based Value Investor and Portfolio Manager

[Richmond Capital @RCapMD]

@EdBorgato well said and an important reminder Ed!

[Richmond Capital @RCapMD]

@GWInvestors definitely true, you were years early on FCA.

[Richmond Capital @RCapMD]

@GWInvestors great work Steven, one I am watching for the fund. Hope to get involved in 2016.

[Richmond Capital @RCapMD]

@Valuetrap13 i doubt this is the best short idea you can find in this market !

[Richmond Capital @RCapMD]

@RaoulGMI when do you think $EUR gets moving lower again ?

[Richmond Capital @RCapMD]

@Liberty8988 thank you

[Richmond Capital @RCapMD]

@Liberty8988 nice, where did you get that ?

[Richmond Capital @RCapMD]

@nosunkcosts capex is going down, market structure is improving

[Richmond Capital @RCapMD]

@GWInvestors great work Steven. Keep it up.

[Richmond Capital @RCapMD]

@BluegrassCap @EquityNYC I think Salix remains to be proven & very new area for them, so in recent history can just point to success of B&L.

[Richmond Capital @RCapMD]

@EquityNYC the hard thing about $VRX is the size-very different to create value at 80bn vs a few yrs ago & more competition from clones.

[Richmond Capital @RCapMD]

@EdBorgato most important part of this game

[Richmond Capital @RCapMD]

@miriamgottfried who needs scale ? Go check what they own in Eur. This isn't about being the next Comcast, it's abt buying stable cashflows

[Richmond Capital @RCapMD]

@Liberty8988 any view on $VRX here ?

[Richmond Capital @RCapMD]

@ManYoda1 $VRX looks very interesting. Will speak to ex-mgmt next week. More work to be done, but the biz struc is great.

[Richmond Capital @RCapMD]

@ManYoda1 thank you, I had forgotten about this. Very helpful, appreciate it.

[Richmond Capital @RCapMD]

@ManYoda1 thank you, saw 45x but not that one, is it out there on Google ?

[Richmond Capital @RCapMD]

What's best analysis you guys have seen on $VRX ? Working on it and wondered what I shld read apart from the standard fin's.

[Richmond Capital @RCapMD]

@Valuetrap13 you aren't bitter or anything are you ?

[Richmond Capital @RCapMD]

@ManYoda1 @EventDrivenMgr i buy that