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!
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?
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
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...
Fame stood tiptoe in the wings...
ReplyDeletelol...
ReplyDeleteThis 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.)
ReplyDeletetypical bad journalism by "Cellar-dweller." Taking things you wrote out-of-context,& making illogical connection to Ackman's flawed short thesis.
ReplyDeleteI 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!
This comment has been removed by the author.
ReplyDeletelive by the sword, die by the sword
ReplyDeleteAckman probably had the story planted.
ReplyDeleteI usually write my sophomoric criticisms of John Hempton under anonymous Yahoo IDs.
ReplyDeleteYou're no one until someone hates you.
ReplyDeleteYou must have really pissed her off.
ReplyDeleteMs. Celarier's brand of "journalism" reminds me of the following comment by Ron Insana . . . "bias = incompetence"
Any publicity is good publicity!
ReplyDeleteIf 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."
ReplyDeleteOne 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?
ReplyDeleteAs 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?
ReplyDeleteGood stuff. You must be onto something to get that reaction.
ReplyDeleteNo 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!!
ReplyDelete"Sobbing," "moaned", "wallowing in self-pity, "humiliated," "confessed."
ReplyDeleteShe 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
ReplyDeleteWhat a lovely lady
ReplyDeleteHell 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.
ReplyDeleteIt's a total hack job John, but as another poster mentioned, all publicity is good publicity!
ReplyDeleteIt'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
ReplyDeleteJohn'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...
ReplyDeleteRegards,
Dmitry.
Interesting read, she obviously needs to do her research more thoroughly and not let bias influence her writing.
ReplyDeleteThey created a Bronte Capital tag. Perhaps this is just the beginning of your sobbing and confessions, John.
ReplyDeletedisappointed to have read all these comments and missed the link to Heidi Klum.
ReplyDelete