tag:blogger.com,1999:blog-4815867514277794362.post803132814995588801..comments2024-03-08T06:18:28.125+11:00Comments on Bronte Capital: The preposterously expensive WestAmerica BancorpJohn Hemptonhttp://www.blogger.com/profile/03766274392122783128noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-4815867514277794362.post-39450029733407380902008-06-24T18:06:00.000+10:002008-06-24T18:06:00.000+10:00Went through this bank with a fund manager friend....Went through this bank with a fund manager friend. Went through all the good bits of this bank. He was salivating.<BR/><BR/>Then he got to the investment portfolio, the shrinkage and the aggressive buy-backs at the current high prices.<BR/><BR/>His comment: "its a bit like dating a beautiful woman and then finding out she is your half sister".John Hemptonhttps://www.blogger.com/profile/03766274392122783128noreply@blogger.com