Bronte Capital

When I started this blog I promised to explore the negatives in my stock positions at least in part because it forced me to think clearly.  ...

Warren Buffett describes certain types of business competition as a bit like standing on tippy-toes at a concert-in-the-park.  His particula...

We live in a strange world - the 10 year US Treasury is trading with a 2.63 percent yield.  The market is presuming that there will not be m...

I have just read Daniel Amman’s excellent biography of Marc Rich - the oil trader notoriously pardoned by Bill Clinton.  I don’t want to ge...

The main market for virtualization is not desktop computers - it is servers.   Rackspace for instance is really a business running virtual p...

I have just done a huge amount of work on virtualization (see the recent "geek" posts here and here and here and the post on De...

I have already been asked by email what the Australian election result means and what will result from it.  At this point I do not know – an...

I recently posted three long pieces on computing and virtualization.  There were two trends that mattered. (a).  Enterprise computing was mo...

Some of my best friends are architects… Actually my wife is an architect – so I risk marital issues by ripping into the profession for the...

This is not a post with investment conclusions.  It is more a little about my own voyage.  If you want the stock posts read the last two pos...