Some links
Market Folly with notes on all pitches from the “Invest for Kids” conference
You still believe that Operating Cash Flows are a better indicator than earnings ? Well, maybe not at Valeant.
Whole Foods is having a pretty hard time right now, maybe it’s worth having a closer look into ?
Wexboy likes Finish company Saga Furs
A rare glimpse into Baupost Group, especially they way the look at cash (H/T Valueinvestingworld)
Carl Icahn tells his story (8 minute video)
Adjusted EBITDA conquers the world or at least the S&P 500…..
value and opportunity 
Regarding Valeant:
I suppose it is less an example of weak informations via Cash Flow but about the weakness of “company boiled non-GAAP” numbers versus the numbers along US-GAAP.
Already in August 2014 Bronte Capital analyzed the Valeant US-GAAP Cash Flow and came to this conclusion:
“In other words if you believe the GAAP numbers this company is so dead it is pushing up daisies […]
If you believe management vis the one-off costs incurred by Valeant then the solvency measure above – average debt to trailing cash flows – is going to improve dramatically over time.
My plan: to continue updating this post until either (a) the cash flows improve as management guides or (b) the company loses all credibility and maybe dies..” http://brontecapital.blogspot.de/2014/08/valeant-pharmaceuticals-part-xii.html
One year later we see Valeants loss of credibility, and hence several journalists entering the topic.
Valeant exemplarily shows the weakness of “adjusted” ratio numbers like Ebdita.