Bronte Capital
The sometimes eccentric views of John Hempton
Friday, May 31, 2013
Practical lessons in assessing exotic risks
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I am having a few days of surfing lessons in Bali on the way home from a business trip. Its actually quite productive because I get back fro...
25 comments:
Thursday, May 30, 2013
Spark Networks and the strange failure of sex-starved Jewish computer science undergrads...
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Whitney Tilson suggested Spark Networks - a dating company - as a long at a value investor forum recently. For the life of me I could not f...
17 comments:
Wednesday, May 29, 2013
An undisclosed cause: Mr Mulacek and Interoil
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Today Interoil published a solicitation of proxies . Buried in this - about twenty pages in - is the following extract regarding the recen...
15 comments:
Sunday, May 26, 2013
Charlie Ergen, patriot, scoundrel, thief: some comments on the Softbank vs DISH battle for Sprint
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It seems fitting that the best case that Charlie Ergen and DISH can muster for their bid for Sprint is false patriotism. Softbank they say ...
9 comments:
Friday, May 17, 2013
The end game for Universal Travel: Ms. Yan, 47, has had many years of experience in financial engineering
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Universal Travel was the first Chinese reverse merger company I mentioned on this blog. Here is the original post ( Travelling Through China...
3 comments:
Tuesday, April 23, 2013
Gulf Keystone share transfer
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First - a recent release from Gulf Keystone Petroleum concerning the CEO - Mr Todd F Kozel disposing of 10 million shares - the bulk of hi...
9 comments:
Bedtime reading
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I am about to lie on the couch at work with the main light off, a lamp behind me and a blanket on. I plan on reading AT&Ts annual repo...
12 comments:
Friday, April 19, 2013
Scared - Verizon, Vodafone
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Few things scare me more than Vodafone management selling their one good asset (the stake in Verizon wireless) to waste in their usual manne...
2 comments:
Thursday, April 18, 2013
Speculating about the future of Apple in China
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This post is a speculation from my experience of an Android phone I think from Saudi Arabia . I am speculating that Apple is going to hav...
26 comments:
Wednesday, April 17, 2013
Mt Gox, bitcoin, Hordes of Chaos, Demons and armies of Orcs...
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MtGox.com is the main exchange for bitcoin. I am not inherently opposed to bitcoin as a small and interesting speculation (though I would n...
5 comments:
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