Weekly Research Notes
Taken during week of May 22nd to May 28th 2022
BHC / BLCO - Bausch Health Companies / Bausch + Lomb Corp
From recent Bill Miller interview where he called this a classic Ben Graham net net trade. Major perceived risk is that this was the former Valiant company that was involved in a scandal which may scare people away. IPO’d 10% of their eycare business in May 2022 and intends to spin the remaining a…
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