Bronte Capital
The sometimes eccentric views of John Hempton
Monday, September 17, 2018
Crypto Pot Stock
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There is a point in the cycle when it is impossible to separate comedy from stock promotion. Examples in the past: China Agritech (a fra...
7 comments:
Wednesday, September 5, 2018
Thinking aloud about China Biologic Products
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There are stocks which you never get right - and where the facts and history is just so ambiguous that you don't think you will ever get...
9 comments:
Saturday, September 1, 2018
How the Chinese business elite think of America...
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China Properties Group is a Hong Kong listed property developer with operations in Shanghai, Beijing and Kunshan. The business conditions d...
7 comments:
Monday, August 13, 2018
Dear Bayer shareholders, what are you thinking?
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Bayer is a life-sciences company. It sell drugs with litigation risks (especially Xarel to ), it genetically modifies seeds (which I guess h...
36 comments:
Wednesday, August 8, 2018
Dear Michael Clarke, there are worse things you can do than tamper with the ball using sandpaper
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Note, as of 20 October the crypto-currency referred to in this blog post is no more and Michael Clarke has dissociated himself from this cry...
3 comments:
Thursday, August 2, 2018
A quick comment on the Herbalife results
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Herbalife reported after market. There was a lot of noise. Margins in various markets fell. There is the usual Herbalife currency noise. ...
5 comments:
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