Bronte Capital

Last night Australian time Institutional Investor published a piece on Bronte Capital's position in Herbalife . To quote the opening s...

I don't easily believe Chinese statistics - especially regarding something as awful as COVID-19. Believe your eyes and common sense over...

I am going to give you a few stylised facts about severe acute respiratory syndrome coronavirus 2  and the data. First – no matter what y...

I was wanting a way of judging just how serious the coronavirus outbreak is in Iran. Alas government figures are not to be trusted. And figu...

This post requires correction/clarification. There are at dozens of press reports that state the mining accident happened at the Brucejack...

We had troubles getting brokers to organise us meetings with management and/or past staff or customers. This is a core to the research proce...

Blue Sky Alternative Investments Limited collapsed after a short-sellers report from Glaucus - a now-disbanded two person short-selling rese...

Part 1 of this series laid out a bleak future for monetary policy and/or banks. As interest rates go down so do bank margins and there are ...

Pre-warning: this series of posts is called "thinking aloud about..." because I do not know where it ends. I am genuinely explorin...

The absolute core of the Harry Markopolis paper is that GE is dramatically under-reserved for long term care insurance. And it clearly has...