Allergan, a company which was once targeted by activist investor Bill Ackman of Pershing Square Capital Management, is back in the news on Wall Street again. However, this time we heard a long thesis for the stock from Quintessential Capital founder Gabriel Grego, who presented it at the Sohn Hong Kong conference recently. ValueWalk obtained notes and images of Grego's slides from his Sohn presentation.
Q1 hedge fund letters, conference, scoops etc
A rare long call for Grego
The Allergan call is interesting not only because it was once a hot short position thanks to Ackman but also because Grego is known for his short calls, making this a...
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