Bronte Capital
The sometimes eccentric views of John Hempton
Friday, February 17, 2017
Syntel - a plea for help
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I don't often use the blog to find people who can just "tell me the story" but I am becoming increasingly puzzled by Syntel ( ...
30 comments:
Tuesday, January 10, 2017
A puzzle for the risk manager
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The last two posts were essentially about picking a value-stock portfolio and managing the risk. And they were lessons that I thought I coul...
59 comments:
Wednesday, January 4, 2017
When do you average down?
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The last post explained why I think a full valuation is not a necessary part of the investment process. A decent stock note is 15 pages on ...
41 comments:
Tuesday, January 3, 2017
Valuation and investment analysis
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I just had a chat with someone who wondered why I did not have a valuation for everything in my portfolio - a buy and a sell price. My rea...
49 comments:
Wednesday, December 28, 2016
Did Mike Tyson ring a bell?
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They say nobody rings a bell at the top. But this is pretty good... It's Mike Tyson promoting online trading platform Trade12. Wh...
3 comments:
Friday, December 16, 2016
UCB: Lower standards in Belgium
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The last two posts on this blog detail how - for all practical purposes - UCB (the large Belgian pharmaceutical company) has lost the paten...
7 comments:
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