Bronte Capital
The sometimes eccentric views of John Hempton
Thursday, May 31, 2012
Diversions: Greetings to the New Brunette
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Complete diversion here... Brad Delong complained recently that Siri was interpreting "surely" as "Shirley" . He doesn...
3 comments:
Wednesday, May 30, 2012
The Epicurean Dealmaker replies to my Facebook post
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The Epicurean Dealmaker (TED) has replied to my Facebook post. As usual TED is worth reading. The Epicurean Dealmaker: As Long as the Righ...
30 comments:
Tuesday, May 29, 2012
Facebook and the sad case of ethical investment bankers
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In an IPO an investment bank takes a fee from a business to place that stock in financial markets. Or, more precisely, they take a fee fr...
44 comments:
Monday, May 28, 2012
Santander: The lady doth protest too much...
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One blog reader - a Sovereign customers - sends me the following: Across the top of my Sovereign home equity statement for June, I read:...
4 comments:
Saturday, May 26, 2012
Santander Preferreds: Are North American Grandmothers brave, ignorant or insane?
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There is - at least amongst North American grandmothers who are the natural buyers of American listed bank preferred securities - a love of ...
22 comments:
Thursday, May 24, 2012
Gulfport Energy and Wexford Capital (Part VI): The independent directors
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As the previous posts have shown Gulfport Energy and Wexford Capital are related parties on many levels. All the major projects of Gulfport ...
8 comments:
Wednesday, May 23, 2012
Gulfport Energy and Wexford Capital Part V: Parsing Gulfport's cash flow statement
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From the last 10Q here are Gulfport Energy's revenue numbers for the past three months: Three Months Ended March 31, 2012...
6 comments:
Tuesday, May 22, 2012
Gulfport Energy and Wexford Capital (Part IV): What is left after Gulfport sells the Permian Assets to a Wexford Related party?
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In the last post I demonstrated that 12.885 million out of 19.367 million barrels of oil equivalent (BOE) in "proved reserves" w...
10 comments:
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