Bronte Capital

Warren Buffett - quite regularly at his annual meetings - observes that almost 400 thousand people work at Berkshire - in other words a medi...

It is ANZAC Day morning and I can't sleep quite right. I am going to the Dawn Service - but it isn't the same without Alice. Alice...

I used to be of the view that suggested that buybacks were just another way of distributing to shareholders - a bit like dividends, selectiv...

In the days before smart-phones if I wanted to develop a ubiquitous mechanism of spying on people I would probably start with an electronic ...

The Chairman (Dr Henry) and the CEO (Andrew Thorburn) of National Australia Bank have just resigned following criticism by the Australian Ba...

The Myth of Capitalism is a polemic about the reduction in competition in many industries in the US. And it starts in an entirely appropriat...

The Australian Securities regulator (ASIC) has come out with a long review of buy-now-pay later arrangements in which it has decided to  do ...

I posted on Sears in 2011 .  They finally filed bankruptcy. I am surprised it took that long. Here though is the post again. It reads ...

Hedge fund managers who actively trade to produce profit specifically on the last day of the quarter should be treated with scorn. They are ...

There is a point in the cycle when it is impossible to separate comedy from stock promotion. Examples in the past: China Agritech (a fra...