Bronte Capital

The Myth of Capitalism is a polemic about the reduction in competition in many industries in the US. And it starts in an entirely appropriat...

The Australian Securities regulator (ASIC) has come out with a long review of buy-now-pay later arrangements in which it has decided to  do ...

I posted on Sears in 2011 .  They finally filed bankruptcy. I am surprised it took that long. Here though is the post again. It reads ...

Hedge fund managers who actively trade to produce profit specifically on the last day of the quarter should be treated with scorn. They are ...

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...

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...

China Properties Group is a Hong Kong listed property developer with operations in Shanghai, Beijing and Kunshan. The business conditions d...

Bayer is a life-sciences company. It sell drugs with litigation risks (especially Xarel to ), it genetically modifies seeds (which I guess h...

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...

Herbalife reported after market. There was a lot of noise. Margins in various markets fell. There is the usual Herbalife currency noise.  ...