Bronte Capital
The sometimes eccentric views of John Hempton
Monday, May 23, 2011
Longtop makes an announcement
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Longtop Financial Technologies - the subject of several posts on this blog - has made a statement. Here is the release : HONG KONG, May ...
27 comments:
Saturday, May 21, 2011
Guns, lobbyists, poachers and owl hunters: Northern and Voyager Oil and Gas weekend edition
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I wondered whether I was boring people when I reported posted on Northern Oil focusing on such mundane issues as whether it was appropriate ...
18 comments:
Friday, May 20, 2011
Hot IPOs
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The LA Times has a list of the hottest IPOs of the tech bubble . I am old enough to have forgotten most of these. The party on listing makes...
5 comments:
Thursday, May 19, 2011
Longtop Financial: lessons in the morphology of sin, loss of virginity and your 17 year old daughter
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I received an email from a senior guy at a big name hedge fund. They were long Longtop Financial. Longtop is a Chinese financial software co...
15 comments:
Saturday, May 14, 2011
It's only a Northern Conference Call
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And if you are listening to this conference call You might think the words are going wrong But they're not. They just say it that way (...
14 comments:
Monday, May 9, 2011
The Steve Madden counter example
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Steve Madden - the designer of the ridiculous high-heeled shoes beloved by teenage tarts - gives me nightmares. And every time I go to m...
21 comments:
Wednesday, May 4, 2011
More comment on Longtop's capital efficiency
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The consensus reaction to my last post was that Longtop does not actually provide a cloud based storage service at the petabyte level despi...
24 comments:
Tuesday, May 3, 2011
Longtop and the remarkable capital efficiency of the Chinese cloud
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A note on the comments: the comments on this post are consistently of the view that (a) the company did not build a cloud-based storage infr...
32 comments:
Monday, May 2, 2011
The scuttlebutt method of stock research
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Phillip Fisher – one of the great investment gurus of all time – used to talk about the “scuttlebutt method” - just finding out what is re...
36 comments:
Wednesday, April 27, 2011
Gulf Resources: sometimes you only need to look at the accounts
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Glaucus - a small research firm - has had a dig at Gulf Resources - another Chinese reverse takeover stock. I hardly felt it was necessa...
16 comments:
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