Friday, August 24, 2012

Focus Media: My new obsession - original version with annotations

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There are days I should not be allowed to hang around a spreadsheet. This post had not one but two - nearly identical mistakes in it. I si...
20 comments:
Monday, August 20, 2012

Good due diligence is defined by the deals you walk away from

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As regular readers of this blog know - I don't much like buying stocks where I am competing with potential private equity (PE) buyers ....
14 comments:
Thursday, August 16, 2012

Pricewaterhouse Coopers - the see-no-evil audit firm

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A short post written in frustration. I wrote to PWC (via their email-contact service) asking for an email address to send a large dossier ...
25 comments:
Monday, August 13, 2012

T-Mobile to go private with the Sole True Hero!

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Fierce Wireless is reporting that there is a private equity bid in the works to buy T-Mobile led by none other than my least favourite telec...
3 comments:
Friday, August 10, 2012

Advice from the gardening column: XP Power edition

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I have a friend - a journalist - who refers to the stock-tipping parts of his newspaper as "the gardening column": full of plants ...
25 comments:
Monday, August 6, 2012

Something is happening here and you don't know what it is - do you Mr Hempton: Richemont edition

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I am wrong often enough to hurt - but rarely this fast. Richemont just  pre-announced a big sales increase . I expected at best low single-d...
59 comments:
Friday, August 3, 2012

Richemont: waiting for the bullet

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At my hedge fund we usually short frauds. Stuff with dodgy accounts and dodgy prospects promoted by people who would be car salesmen if stoc...
41 comments: