Bronte Capital

There are lots of books on the financial crisis and some are very good.  Bethany McLean and Joe Nocera have entered a crowded market - but t...

Sorry I have not been blogging for a while.  There are a few reasons.  Firstly I have been travelling to raise money for my funds management...

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 ...