Ezra's Notes Checked November 12, 2026
Investor Letters

By @ezracrangle

← All companies

Valeant

Former company Renamed Bausch Health (2018). All former companies

12 letters mention Valeant, from 5 managers.

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.