Bronte Capital
The sometimes eccentric views of John Hempton
Thursday, March 28, 2013
Alliance Resources - prices received for coal over time
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Alliance Resources has - as my posts have shown - pretty ordinary operating metrics but exceptional financial metrics . Labor productiv...
13 comments:
Monday, March 25, 2013
Vodafone news of the day
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Reuters today have a piece out on the Vodafone-Verizon issue. To quote: By Kate Holton, Chris Vellacott and Sinead Carew (Reuters) - ...
11 comments:
Saturday, March 23, 2013
Gonorrhoea, online dating and credit card phising scams – examining Cupid PLC
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This post has been removed an an apology can be found here . I apologize to my readers for any inconvenience. John
21 comments:
Friday, March 22, 2013
Is Alliance Resources under-accruing workers compensation obligations?
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My last post on Alliance Resources explored the differences between Alliance Resources (the best performing coal operation in North Americ...
7 comments:
Thursday, March 21, 2013
Promising yield: Roddy Boyd on Brookfield Asset Management
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Perhaps the easiest financial product to sell is one that offers safety plus a high yield. Of course the product may only offer the illusio...
11 comments:
Wednesday, March 20, 2013
Alliance Resources vs Patriot Coal
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Alliance Resources (a minor obsession of mine) is financially the best performed coal company in America. The stock is near all time record...
9 comments:
Tuesday, March 19, 2013
Verizon-Vodafone: it is time to go hostile
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The Wall Street Journal is again suggesting that Verizon may buy Verizon Wireless from Vodafone. As noted in the previous post this is ins...
10 comments:
Monday, March 18, 2013
The end of Reader: what does it say about Google?
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The blogosphere is full of people who are livid at the end of Google Reader. I am angry too - and would move many of my Google services if t...
29 comments:
Thursday, March 14, 2013
Further exploring the capital intensity of Alliance Resources
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In the last post of my Alliance series I demonstrated on key operating metrics that Alliance Resource Partners was not just a bad coal min...
8 comments:
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