Bronte Capital

The sometimes eccentric views of John Hempton

Thursday, November 28, 2013

Jos A Banks and Mens Warehouse - a quick due diligence request

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I am getting more than passingly interested in the Jos. A Banks - Mens' Warehouse pacman takeover battle. It started when Jos. A Banks b...
2 comments:
Wednesday, November 27, 2013

Google Plus will get your children murdered

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Google has been busily linking all your accounts to your true identity through Google Plus and as far as they can insisting on real names. M...
20 comments:
Thursday, November 21, 2013

A question for Tile Shop's institutional shareholders

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The management of Tile Shop Holdings ( NASDAQ:TTS ) have spent the last few days in New York and Boston talking to institutional investors m...
23 comments:
Sunday, November 17, 2013

Parachute falsification, the FDA and non-science

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I seem to have annoyed some statistics fundamentalists with the last statistics post . So let me spell it out from first principles... The...
28 comments:
Saturday, November 16, 2013

Fannie Mae: ain't it good to know that I have got a friend...

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Longtime readers of this blog know that I took a position in Fannie Mae preferred stock at between 1 and 2 cents in the dollar. I even wrote...
13 comments:
Friday, November 15, 2013

Tile Shop Holdings and the Gotham hit-piece

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Tile Shop Holdings ( NASDAQ:TTS ) received an unwelcome piece of anonymous research from Gotham Research - see the  original here  - or the ...
11 comments:
Thursday, November 14, 2013

The FDA, statistics and fundamentalism

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Yesterday the FDA panel heard and voted on various matters that may or may not lead to approval of Lemtrada, a Multiple Sclerosis drug. [The...
33 comments:
Friday, November 8, 2013

Does someone Tweet at the top?

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Discuss below. John
11 comments:
Sunday, October 20, 2013

I am so glad these people exist...

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I am sitting on the train from Washington to New York near a prosperous attorney. He has been to the land of lawyers (DC). On the return t...
17 comments:
Monday, September 30, 2013

The perils of misinterpreting conference calls - Universal Travel Group and Priceline edition

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On 15 September 2010 I wrote the first of a series of blog posts which implied that Universal Travel Group was likely a fraud. I am happ...
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