Bronte Capital

I had a long chat the other day with a long-only global fund manager. He observed (correctly I think) that conditions for private-equity tak...

This post is a gem: http://birdabroad.wordpress.com/2011/07/20/are-you-listening-steve-jobs/ John PS. I have had extensive comments ...

There is a long history of ethical journalists going to extreme lengths to protect their sources. Many a good journalist has suffered prison...

Meridith Whitney has made a fuss of late pointing out the (more or less obvious) insolvency of many State and local governments. She seems...

The most common question I get asked about Chinese frauds by journalists (and even more by class action lawyers) is where were the auditors?...

Charles Li, the CEO of the Hong Kong stock exchange, has been on CNBC and again at home telling the world that the scandals happening with C...

Much has been made of the John Paulson's Sino Forest loss. Many snide remarks have been made parsing John Paulson's letter. I am m...

Sino Forest uses intermediaries to market all its timber (or so it says). It will not reveal the identity of those intermediaries for commer...

Yesterday's post was as error-ridden as anything I have ever published. On the most important matter: I thought the Globe and Mail sto...

The Globe and Mail (a mainstream Canadian newspaper) has published a piece confirming the core allegations of Muddy Waters research re Sino ...