Bronte Capital

Last night I had dinner with a friend who had a friend who was buying Valeant. Whatever - it led to a discussion of Valeant fundamentals - a...

Several people on twitter and some in person have asked me for an update on my very bullish position on Verizon - especially since the resul...

Apple is a definitively high margin manufacturer. Everything about that company screams high margin. The stuff feels expensive and (frankly...

Home Capital Group is an aggressive Canadian home lender that has hit a very rough patch. If you want a history Twitter will do it well. The...

Consider this a diversion from the usual finance posts on this blog. Today my concern is State politics in New South Wales, Australia. ...

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 ( ...

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...

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 ...

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...