Bronte Capital
The sometimes eccentric views of John Hempton
Thursday, October 9, 2014
Spectrum valuation and a case for Verizon and against wannabe players like Sprint and desperado/promotes like GSAT
›
This post has been in the back of my mind for a long time. It is also talking my book - long Verizon - big, boring with a *lot* of very high...
40 comments:
Monday, October 6, 2014
Identifying at least one Herbalife customer
›
One of those bizarre moments in Bill Ackman's first Herbalife presentation was when his former staff member Shane Dinneen stated that it...
3 comments:
Friday, October 3, 2014
Assessing the state of Nu Skin's China business - Part 2
›
In the last post we noted that the swings in Nu Skin's stock were dependent on the state of their business in China. Nu Skin is current...
12 comments:
Thursday, October 2, 2014
Assessing the state of Nu Skin's China business - Part 1
›
Nu Skin's stock for the past few years has been driven by its business in China. That business grew from a very small base to a (claimed...
2 comments:
‹
›
Home
View web version