Bronte Capital

There is plenty of nasty stuff that happens on university campuses - so Sabrina Rubin Erderly wrote a story about a rape at University of V...

We now know one of the the new shareholders that Herbalife has after option expiry. My count is that there are more new and large shareholde...

With Herbalife at $31 then any puts that Ackman has (and we know the prices of them) are in the money so far that their delta is  almost one...

If this story in the Danish press is correct Saxo Bank is not long for this world. Good riddance. Hope the gamblers (ahem: customers) get ...

I have deliberately refrained from writing about Herbalife until the 17 January 2015 option expiry. We know from public disclosures that P...

Saxo Bank is a retail foreign exchange trading bank. The idea of forex trading as a retail product is mildly offensive any way. [I simply ca...

I was just listening to a November presentation made by United Technologies - a large and very fine American company. Mostly I was listening...

China uses roughly 700 million tonnes of steel per year (or at least used that much before recent declines). Really good iron ore  62 perc...

I have agreed with and disagreed with Roddy Boyd more than once in the past year. Sometimes I have agreed with him on the analysis but not o...

I am reading the  annual report from United Technologies - which owns, amongst other things, a helicopter company. To quote: On the com...