Bronte Capital

I was criticized by some for cherry-picking my houses in the last Australian property post.  I did not cherry pick houses – but chose ordina...

On September 29th Universal Travel Group held a conference call to discuss their business model. They took no questions on the phone but ins...

I have a lot of readers who ask me about the Australian bubble and when it will burst.  I am not the person to ask – I have been wrong for a...

Universal Travel Group just held an investor conference call to answer investor questions about their business.  They answered some and left...

The only communication I have had from Universal Travel Group was a kind email from the acting Chief Financial Officer saying that I needed ...

The WSJ has a piece where Mt Bean (ahem: Spanish Prime Minister José Luis Rodríguez Zapatero) declares the European debt crisis over. I j...

I don’t spend nearly enough time reading SEC Proxy Statements.  Proxies are the bread-and-butter of serious readers of SEC Statements (such ...

Much cooler than reading a finance blog (or poking around on Chinese websites):  Go see The Nick Hempton Band at the Zinc Bar (Greenwich ...

One of the things I promised with this blog was to explore ideas rather than talk my book. I also promised to explore my failures (of which ...

Numerous people have suggested that it doesn’t really matter that you can’t buy tickets on the Universal Travel Group’s website. After all, ...