Bronte Capital

I have just returned from the Dawn Service marking the Centenary of the landing of the Australian and New Zealand Army Corps (ANZACs) at Gal...

This is a comment on the story rampant in the press about a British Man causing the US "flash crash". If you are not familiar  thi...

This one needs no explanation at all: It says: "New draft pick wants to buy a luxury home. BOFI Federal Bank can do that". ...

These advertisements are pitched at mortgage brokers and they have lots of jargon. But this advert is priceless... It says "Profe...

There are only three banks in America who have (a) a market capitalisation greater than $1 billion. (b) a price to tangible book greater ...

Charlie Munger - at the last annual meeting of the Daily Journal Corporation - where Charlie is Chairman - said some pithy stuff about Valea...

Lew Burton (one of those mathematical finance professor types) just tweeted : Well I guess we might find out how much short gamma there i...

Before I went away I left people a puzzle - to force people to understand the Herbalife compensation scheme. The puzzle was - and to quote...

At Bronte we have a large position in Rolls Royce - the UK based manufacturer of jet engines. Rolls is a relatively simple story - Rolls i...

Bill Ackman has now conceded that his (sub)contractors have received subpoenas regarding Herbalife. The Wall Street Journal - who broke th...