The sometimes eccentric views of John Hempton
Sunday, November 13, 2022
FTX and an old blog post
A long time ago I wrote a blog post about rehypothecation with brokers. It is - unsurprisingly - relevant again. In some sense crypto provid...
Sunday, October 23, 2022
An old story in modern times. Duncan Mavin's pretty darn good book on Greensill
One of the stories of the financial crisis is that the bankers that ran big institutions, who had billions entrusted to them, and who proje...
Thursday, June 30, 2022
The Wirecard Book
Dan McCrum - the Financial Times journalist - has released a blockbuster finance book - the story of Wirecard. The book is called Money Men:...
Tuesday, May 10, 2022
Swedish Match: how not to behave when you are kissed on the dick by a rainbow
There are confirmed rumours that Swedish Match, a Swedish company focussed on oral nicotine delivery (snus, chewing tobacco and most importa...
Swedish Match takeover rumours
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...
Tuesday, April 19, 2022
Mr Big Wells gets popped by the SEC but somehow escapes criminal charges.
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...
Friday, October 22, 2021
How not to apply for a job - L'Oreal edition
I accepted an invite on LinkedIn from a finance student at an Australian University. Nothing unusual about that. Said finance student then d...
Friday, May 21, 2021
Grenke's audit statement
Grenke is a Geman listed (but global) equipment leasing company who has been subject to a short-seller research report (which Grenke support...
Saturday, May 8, 2021
How big is this crypto boom?
Google Trends doesn't predict stock market rallies, well somtimes it does. But more likely it is coincident with them, the suckers at th...
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