Bronte Capital
The sometimes eccentric views of John Hempton
Monday, March 22, 2021
How big is the Greensill problem at Credit Suisse?
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The franchise of Swiss Banks has historically been access to large numbers of seriously high net worth individuals and stuffing them full of...
13 comments:
Friday, March 12, 2021
Greensill - who is holding the bag - part two
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Insurance Australia Group reacted to my last post by stating that they carried no net risk. It was all reinsured to Tokio Marine (the big ...
4 comments:
Monday, March 8, 2021
Greensill - who is holding the bag?
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There has been much fabulous reporting in the lead-up to the collapse of Greensill, the eponymously named Australian domiciled but London he...
20 comments:
Saturday, December 26, 2020
Job Interview Questions: Plus 500
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I gave someone a quick job interview today. It was kind of miserable except the kid was enthusiastic and came with a lot of (what he thought...
29 comments:
Thursday, December 17, 2020
Delusion, fraud and the role of the SEC - the General Electric long-term care case
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Luckin Coffee just settled with the SEC for a fine which I guess will be paid by shareholders. Given that the whole thing is a massive admit...
5 comments:
Saturday, October 10, 2020
Charity auction: fishing the Manning river with local professional fisherman (and me)
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In March/April I sought to donate money to a few charities hard-hit by COVID-19. My family wound up donating to three women's shelters. ...
2 comments:
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 They have withdrawn several years of accounts and they wonder whether the bu...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:
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