Bronte Capital

I usually find Senator Charles Grassley's attempts to provoke spats with big-name hedge fund managers tendentious. But in his spat with...

Sir Fred was not a good man - He had his little ways. And sometimes no one spoke to him For days and days and days. And men who came acr...

Kid Dynamite summed up the case for lululemon athletica inc (always spelled in fashionable lower case) very simply. His sister, and presumab...

Just a link for today - to Roddy Boyd talking about Kevin Barnes and Sky People Fruit Juice . Roddy is someone I always read. If Sky Peo...

Just had a fabulously productive day at work (meaning I got a long way towards some money-making ideas). And for that I am happy enough fo...

The number of problem long investments in my portfolio doubled overnight - from one to two. (We have some small problem longs and some large...

This is a post aimed squarely at my hedge fund manager readers who regularly ask me what to short in Australia. The most obvious target (in ...

We have been short Sears Holdings, publicly , albeit in small quantity. Being summer in Australia I did not even look at the market for the ...

Well the Euro fix is in. Whether it works - that is another question. But the fix is this: European banks can borrow unlimited amounts for t...

This post is a short apology. Somehow yesterday a post I part-wrote in September - left in draft and never finished - got circulated to my e...