Bronte Capital

Blue Sky Alternative Investments Limited collapsed after a short-sellers report from Glaucus - a now-disbanded two person short-selling rese...

Part 1 of this series laid out a bleak future for monetary policy and/or banks. As interest rates go down so do bank margins and there are ...

Pre-warning: this series of posts is called "thinking aloud about..." because I do not know where it ends. I am genuinely explorin...

The absolute core of the Harry Markopolis paper is that GE is dramatically under-reserved for long term care insurance. And it clearly has...

GE is a deeply problematic company. It might not make it. And Harry Markopolos - the Madoff whistleblower - has put out a report on GE. Th...

Warren Buffett - quite regularly at his annual meetings - observes that almost 400 thousand people work at Berkshire - in other words a medi...

It is ANZAC Day morning and I can't sleep quite right. I am going to the Dawn Service - but it isn't the same without Alice. Alice...

I used to be of the view that suggested that buybacks were just another way of distributing to shareholders - a bit like dividends, selectiv...

In the days before smart-phones if I wanted to develop a ubiquitous mechanism of spying on people I would probably start with an electronic ...

The Chairman (Dr Henry) and the CEO (Andrew Thorburn) of National Australia Bank have just resigned following criticism by the Australian Ba...