Bronte Capital
The sometimes eccentric views of John Hempton
Tuesday, May 10, 2022
Swedish Match: how not to behave when you are kissed on the dick by a rainbow
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There are confirmed rumours that Swedish Match, a Swedish company focussed on oral nicotine delivery (snus, chewing tobacco and most importa...
3 comments:
Swedish Match takeover rumours
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There is an article just out that Swedish Match is in advanced merger talks with Philip Morris at a price of about USD15 billion . At Bronte...
4 comments:
Tuesday, April 19, 2022
Mr Big Wells gets popped by the SEC but somehow escapes criminal charges.
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On Friday 14 August 2009, that is more than twelve years ago, I wrote a little blog post about a fraudulent oil company run by Mr. Massimili...
1 comment:
Friday, October 22, 2021
How not to apply for a job - L'Oreal edition
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I accepted an invite on LinkedIn from a finance student at an Australian University. Nothing unusual about that. Said finance student then d...
5 comments:
Friday, May 21, 2021
Grenke's audit statement
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Grenke is a Geman listed (but global) equipment leasing company who has been subject to a short-seller research report (which Grenke support...
2 comments:
Saturday, May 8, 2021
How big is this crypto boom?
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Google Trends doesn't predict stock market rallies, well somtimes it does. But more likely it is coincident with them, the suckers at th...
3 comments:
Friday, April 30, 2021
The tough task facing the Australian securities regulator
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Australia has several jurisdictional issues that make it a haven for corporate criminals. These features are sometimes for better, sometimes...
7 comments:
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:
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