Bronte Capital

Twitter is wildly addictive. This is well known and there are people who check twitter more obsessively than anyone checked email. Twitter...

Decades ago - before I was a fund manager - I was the resident expert on tax avoidance working for the Australian Treasury. That was where I...

This is the first of several investment think pieces I have in my head dealing with investment philosophy, where markets are now and maybe ...

I wrote a long post about fan blades the other day . In it I pointed out that fan blades on the front of turbofan jet engines (the ones on c...

Saturday night here in Australia - and music is on. Can't help but notice the anachronism in some of the lyrics. The Beatles Mr Post...

Addendum: I wrote this unaware of the fact that Target sold its credit card business a few years ago. That was insane too I think. But I gav...

This is going to be a stock note with a difference - because it is not a stock note. But it is about a stock/business - Albany International...

This is a question that pops up from time to time. But I will do it by stylised example. A small cap miner has announced a very significan...

Bill Ackman just  exited his large position in Canadian Pacific . This was a stunningly successful position: genuinely I wish I had done i...

A necessary part of Herbalife being a pyramid scheme is that distributors are buying huge amounts of Herbalife that they cannot sell and are...