Bronte Capital
The sometimes eccentric views of John Hempton
Monday, June 24, 2013
Ozymandias and the banks
›
I read a broker note today which described China's Ozymandian (and bank funded) urbanization program. But then the banks have always len...
5 comments:
Friday, June 21, 2013
The conflict between managing funds and selling funds
›
BT Australia - before it was purchased by Principal Financial Group for AUD2.1 billion - was the dominant independent fund manager in Austra...
16 comments:
Monday, June 17, 2013
Self assessment Monday: an old letter to a client...
›
About two years ago I wrote a letter to our foundation client about how we viewed the equity markets. Mike* had sent Bronte a profoundly bea...
13 comments:
Wednesday, June 12, 2013
Vodafone - Kabel Deutschland: Meet Vittorio Colao - the new Sir Fred Goodwin
›
Vodafone it seems has made an " informal bid " for Kabel Deutschland. We have a largish position in Vodafone - some of which we ...
13 comments:
Tuesday, June 11, 2013
Self assessment Tuesday: Alan Jones and Facebook... #fail
›
A while ago I wrote about Alan Jones - a right-wing radio shock-jock in Australia with a well organized Facebook campaign against him. I d...
6 comments:
Thursday, June 6, 2013
Please please China - make my day
›
China is threatening to impose punitive tariffs on European wine exports in a tit-for-tat retaliation for tariffs on solar panels . Peter ...
10 comments:
Wednesday, June 5, 2013
Short selling and misrepresenting the truth - Infitialis edition
›
I am a short-seller by inclination. Moreover I short mostly frauds and stock promotes. If you are going to call these publicly you need to...
11 comments:
Friday, May 31, 2013
Practical lessons in assessing exotic risks
›
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...
›
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
›
Today Interoil published a solicitation of proxies . Buried in this - about twenty pages in - is the following extract regarding the recen...
15 comments:
‹
›
Home
View web version