Bronte Capital

Bill Ackman is suing the Federal Government over the Fannie Mae and Freddie Mac bailout terms . It is clear that the US Government will ma...

Advice to a new Australian: Australia is different. Our housing prices never go down. Never. Never ever. And you have got to believe that...

I find it increasingly difficult to work out Valeant's revenue numbers and their implications. Simple maths keeps bringing out astoundi...

This is part ten of a long series on Valeant Pharmaceuticals - a major company in the speciality pharmaceutical space - and one that has cu...

People with better knowledge of the details of Russia's sanctions seem to think that most Herbalife product will still get through - so ...

I was casually reading some "selected additional information" on the financial condition of African Minerals (a large iron ore mi...

Herbalife has 3.7 million distributors. There is  very  fast turnover amongst the lower-tiers of the distributor tree. The core bear case ...

Valeant missed analyst projections of revenue and guided down their so-called "cash EPS". Regular readers know that I don't ho...

It is the weekend. And I can't resist...

Sino Forest - familiar to many of my readers - was a large forestry company listed in Canada with operations in China. It claimed almost ...