General disclaimer
The content contained in this blog represents the opinions of Mr. Hempton. You should assume Mr. Hempton and his affiliates have positions in the securities discussed in this blog, and such beneficial ownership can create a conflict of interest regarding the objectivity of this blog. Statements in the blog are not guarantees of future performance and are subject to certain risks, uncertainties and other factors. Certain information in this blog concerning economic trends and performance is based on or derived from information provided by third-party sources. Mr. Hempton does not guarantee the accuracy of such information and has not independently verified the accuracy or completeness of such information or the assumptions on which such information is based. Such information may change after it is posted and Mr. Hempton is not obligated to, and may not, update it. The commentary in this blog in no way constitutes a solicitation of business, an offer of a security or a solicitation to purchase a security, or investment advice. In fact, it should not be relied upon in making investment decisions, ever. It is intended solely for the entertainment of the reader, and the author. In particular this blog is not directed for investment purposes at US Persons.
26 comments:
Fame stood tiptoe in the wings...
lol...
This is such insanely bad journalism that I don't know what to think. I don't really read the NY Post. I didn't know this is how it went, though. Especially amusing given that Ms. Celarier had the run-in with Mr. Hempton on Twitter. Now using the Post as a personal platform. Bizarre. (Not so "obscure" now though, eh.)
typical bad journalism by "Cellar-dweller." Taking things you wrote out-of-context,& making illogical connection to Ackman's flawed short thesis.
I read your original post in Feb about "things not working." My understanding was that the market was doing weird things & a sign of frothiness. Nothing at all to do with HLF!
live by the sword, die by the sword
Ackman probably had the story planted.
I usually write my sophomoric criticisms of John Hempton under anonymous Yahoo IDs.
You're no one until someone hates you.
You must have really pissed her off.
Ms. Celarier's brand of "journalism" reminds me of the following comment by Ron Insana . . . "bias = incompetence"
Any publicity is good publicity!
If HLF goes your way in the end you now have your views well documented to say "I told you so"
Interesting that she feels the need to mention this "obscure hedge fund manager."
One wonders why she has an axe to grind.
If this piece is not an aberration but the standard the NY Post is even worse than the worst british tabloids (and I always thought they were pathetic). But hey, the NY Post is owned by Rupert Murdoch, so what kind of journalism do you expect?
As a follower of the blog and an unabashed fan of how John's mind works, I'm curious about the content of the investor letter. Any chance we'll get a peek considering it's already been leaked to the press?
Good stuff. You must be onto something to get that reaction.
No offense, but Heidi Klume going topless (on the right) very quickly overwhelmed the Ackman blowjob.
Funny article...classic NY post. Maybe now you will stop wallowing in self pity, knowing that it can land you in the newspaper!!
"Sobbing," "moaned", "wallowing in self-pity, "humiliated," "confessed."
She observed or has a source for all of these feelings?
How does this women pretend she is a journalist?
Keep up the great writing, John.
So many amusing comments and hyperbole in the article, and the best part is the "things not working" post pre-dated the collapse of the mo / low quality / froth stocks. -sw
What a lovely lady
Hell hath no fury like a woman scorned. Meanwhile I greatly appreciate the link to the Heidi Klum article. Nice to see her enjoying herself after breaking up with Seal.
It's a total hack job John, but as another poster mentioned, all publicity is good publicity!
It's sad when people confuse a frank discussion about your losing positions with "sobbing" and "moaning" though. That kind of nonsense only comes from someone that has politiked their way to the top and has never learned the value of ruthless self criticism - something indispensable to a good investor.
At least she mentioned your fund was up 37% last year!
With that said, you were pretty brutal on Ackman it must be said, and your comments went beyond a considered refutation of his views into the realm of personal attacks. So it's probably fair to say you invited this sort of retribution to some extent, were u to end up getting it wrong. The jury is still very much out though on that point though...
Cheers,
LT
@Epicurious
John's letters are all here on his site:
http://brontecapital.com/Letters.html
and they are great read, although he does tend to be harsh on himself for things out of his control.
Meh, John, by Roosevelt's metrics you don't look too good...
Regards,
Dmitry.
Interesting read, she obviously needs to do her research more thoroughly and not let bias influence her writing.
They created a Bronte Capital tag. Perhaps this is just the beginning of your sobbing and confessions, John.
disappointed to have read all these comments and missed the link to Heidi Klum.
Post a Comment