tag:blogger.com,1999:blog-4815867514277794362.post8942011469603919732..comments2024-03-08T06:18:28.125+11:00Comments on Bronte Capital: Diversions: Wild is the windJohn Hemptonhttp://www.blogger.com/profile/03766274392122783128noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-4815867514277794362.post-2225615031281464912012-01-21T08:33:47.694+11:002012-01-21T08:33:47.694+11:00Colin - you have nailed one of our biggest problem...Colin - you have nailed one of our biggest problems.<br /><br />If you wish to email me and book a time I will chat through the issues.<br /><br />jJohn Hemptonhttps://www.blogger.com/profile/03766274392122783128noreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-22531402422498191002012-01-21T06:33:35.637+11:002012-01-21T06:33:35.637+11:00John, I have been reading Bronte's monthly let...John, I have been reading Bronte's monthly letters. The one question I have is, when you're shorting at what point do you worry your short has become too crowded?Colin Pnoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-49286647416777091202012-01-20T08:14:41.860+11:002012-01-20T08:14:41.860+11:00John, Feel free to write extensively about those ...John, Feel free to write extensively about those positions after you've closed them out.Colin Pnoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-76734578311055765442012-01-18T14:37:26.745+11:002012-01-18T14:37:26.745+11:00Good stuff! Thanks for once again sharing your di...Good stuff! Thanks for once again sharing your discernment.Anonymoushttps://www.blogger.com/profile/02052452385743792288noreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-80725776813916192252012-01-18T11:00:07.258+11:002012-01-18T11:00:07.258+11:00Warning SleepingMan!
You have been spotted!
War...Warning SleepingMan! <br />You have been spotted! <br /><br />Warning John!<br />"Running a small credit fund" might understate SleepingMan's credentials.<br /><br />Afterthought: Thanks for the musical interlude.Richardnoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-9747520130356601642012-01-18T01:09:22.393+11:002012-01-18T01:09:22.393+11:00Cheers, John,
If I recall, I actually went out to...Cheers, John,<br /><br />If I recall, I actually went out to buy this album (among other Bowie albums) when I was 13! on cassette! Have been throwing a music link or two into my blog/twitter recently...to be met with stunning silence. So good on ya!<br /><br />Thanks for the blog too, a lot of v interesting posts to think about, and really helps to think about possible shorts (really not a lot of useful commentary/advice out there on the subject, in my opinion).<br /><br />Cheers,<br /><br />Wexboy<br /><br />wexboy.wordpress.comWexboyhttp://wexboy.wordpress.comnoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-38774465196758760252012-01-17T23:00:36.821+11:002012-01-17T23:00:36.821+11:00Gosh, John, I am Russian (which is to say, differe...Gosh, John, I am Russian (which is to say, different and deep enough culture), young, and this parrot thing already looks a little bit worn out.<br />Brilliant indeed but worn out.<br />Worn out, but indeed brilliant.<br /><br />As a shameless plug for abovementioned culture, have you tried Leonid Gaidai's comedies?<br /><br />Regards,<br />Dmitry.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-11660090553943196652012-01-17T22:16:42.160+11:002012-01-17T22:16:42.160+11:00For and equity guy I am kind of respectful of cred...For and equity guy I am kind of respectful of credit guys. They at least think of the downside more than us equity guys and that is constructive.<br /><br />And yes - it is a great album.<br /><br />JJohn Hemptonhttps://www.blogger.com/profile/03766274392122783128noreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-43288940551754988692012-01-17T21:25:40.998+11:002012-01-17T21:25:40.998+11:00Best album of all time! (I run a small credit fund...Best album of all time! (I run a small credit fund, it's rare to find myself agreeing with someone from equity-land but on this one you're right on the money)SleepingManhttps://www.blogger.com/profile/17156897145725171973noreply@blogger.com