The sometimes eccentric views of John Hempton
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...
Friday, April 30, 2021
The tough task facing the Australian securities regulator
Australia has several jurisdictional issues that make it a haven for corporate criminals. These features are sometimes for better, sometimes...
Monday, March 22, 2021
How big is the Greensill problem at Credit Suisse?
The franchise of Swiss Banks has historically been access to large numbers of seriously high net worth individuals and stuffing them full of...
Friday, March 12, 2021
Greensill - who is holding the bag - part two
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 ...
Monday, March 8, 2021
Greensill - who is holding the bag?
There has been much fabulous reporting in the lead-up to the collapse of Greensill, the eponymously named Australian domiciled but London he...
Saturday, December 26, 2020
Job Interview Questions: Plus 500
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...
Thursday, December 17, 2020
Delusion, fraud and the role of the SEC - the General Electric long-term care case
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...
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