Tuesday, July 30, 2013

Herbalife is addressing Bill Ackman's concerns...

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Bill Ackman spent eight pages of his presentation (100 to 107 inclusive) covering the issue of shipping surcharges. His argument was that th...
11 comments:
Sunday, July 28, 2013

Bronte is hiring - a follow up...

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APPLICATIONS ARE NOW CLOSED. We received 270 plus - and we are finalizing a short list... As many know - Bronte Capital - the asset manag...
15 comments:
Friday, July 26, 2013

Good and bad MLMs: Pampered Chef, Herbalife and Nuskin

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Aalaya Walker (Florida - Aged 18) was shot (but only slightly injured)  when she pre-heated her friend's oven . She was wanting to make ...
26 comments:
Thursday, July 25, 2013

An incomparable business opportunity allowing men and women to build a home based business of their own...

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Herbalife is regularly criticized for selling the "business opportunity" rather than nutrition products. Indeed Bill Ackman (Herba...
10 comments:

Multi-level-marketing schemes and their distributors: notes on disappointed distributors at Herbalife and elsewhere...

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When I was in my twenties I lived in outer North-Western Sydney for a year - mostly around Kurrajong. Multi-level marketing schemes were par...
12 comments:
Tuesday, July 23, 2013

It was the night before Christmas... falsifying Bill Ackman's Herbalife thesis

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It was few days before Christmas and Sahm Adrangi (from Kerrisdale Capital) pinged me (on Google Voice) asking if I had an opinion on Herbal...
42 comments:
Wednesday, July 10, 2013

Bronte Capital is hiring

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APPLICATIONS ARE NOW CLOSED. We received 270 plus - and we are finalizing a short list... Now we have hired. Thanks for your interest...
17 comments:
Friday, July 5, 2013

Fraud/promote shorts versus valuation shorts

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Mostly at Bronte we short frauds or promotes. Stuff where the management says X but X is not true. Sometimes X is a stretch (a stretch made ...
16 comments:
Monday, June 24, 2013

Ozymandias and the banks

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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

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BT Australia - before it was purchased by Principal Financial Group for AUD2.1 billion - was the dominant independent fund manager in Austra...
16 comments: