Bronte Capital
The sometimes eccentric views of John Hempton
Monday, June 22, 2020
Olaf Scholz - the German Finance Minister is delusional
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Wirecard - a major German fraud - is unwinding as I write this. They have withdrawn several years of accounts and they wonder whether the bu...
9 comments:
Wednesday, June 17, 2020
Will the market lend USD500 million to a Canadian reverse merger with a collapsed stock, marginally unprofitable gold mines in China, and a non-legally binding State guarantee?
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China Gold International ( CGG-TSE ) is a Canadian listed company with two not particularly good gold mines in China. One of these mines is ...
8 comments:
Friday, May 15, 2020
Open letter to Institutional Investor Magazine
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Last night Australian time Institutional Investor published a piece on Bronte Capital's position in Herbalife . To quote the opening s...
9 comments:
Monday, March 30, 2020
Watch what the Chinese do
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I don't easily believe Chinese statistics - especially regarding something as awful as COVID-19. Believe your eyes and common sense over...
24 comments:
Thursday, March 19, 2020
Coronavirus – getting angry
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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...
44 comments:
Monday, March 2, 2020
Coronavirus is more popular than sex (except in South Africa)
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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...
4 comments:
Thursday, February 13, 2020
Pretium Resources: short memory
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This post requires correction/clarification. There are at dozens of press reports that state the mining accident happened at the Brucejack...
2 comments:
Wednesday, October 23, 2019
A MiFID solution that works
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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...
4 comments:
Saturday, August 31, 2019
Blue Sky - some notes and an agenda for ASIC
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Blue Sky Alternative Investments Limited collapsed after a short-sellers report from Glaucus - a now-disbanded two person short-selling rese...
7 comments:
Tuesday, August 20, 2019
Thinking aloud about bank margins - Part 2
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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 ...
15 comments:
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