Bronte Capital

Marc Andreessen's  WSJ article about software eating the world caused debate amongst my colleagues at Bronte Capital. It's a view t...

Puda Coal is a Chinese company already suspended by the Nasdaq and then relegated to the Pink Sheets. Whilst on the Pink Sheets unsupportabl...

A couple of days ago Trina Solar announced a "strategic partnership" with the well managed Australian company Origin Energy*. I ...

Radio National is the earnest national public radio service in Australia. They recently ran an hour program on the audit profession and this...

Day-to-day I use an Ubuntu computer . The problem with open source is that every now and again you need a particular codec (say a way of enc...

After four strange days this week we have made some mistakes (including owning a lot of Bank of America), cleverly covered some shorts and b...

Trina Solar has become a minor obsession of mine. I was originally attracted as a fraud short as per many China names and there are plenty o...

Welcome to the newer readers from Paul Krugman's blog. It is the third time (I think) he has linked me and as per usual he brings a lot ...

Bronte Capital tends - as this blog has said many times - to be long large cap and relatively liquid companies at 10-16 PE ratios. And we ...