Monthly Archives: March 2016

Companies with large gaps between GAAP and pro forma numbers underperform

Do you think so? New research confirms the obvious once again. (Evercore ISI) Companies with great pro formas are focused on numbers and managing numbers. Those in the exec ranks are no longer managing the business; they are fretting over … Continue reading

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In the “The first whale to the surface always gets harpooned” department: Turing’s lawyer

When former Turning CEO Martin Shkreli proposed increasing the price of Daraprim by 5,000%, Turing’s now former vice president and general counsel joined with other managers to tell Shkreli that the move “would have a severely negative impact on Turing’s … Continue reading

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