Bronte Capital
The sometimes eccentric views of John Hempton
Thursday, May 19, 2011
Longtop Financial: lessons in the morphology of sin, loss of virginity and your 17 year old daughter
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I received an email from a senior guy at a big name hedge fund. They were long Longtop Financial. Longtop is a Chinese financial software co...
15 comments:
Saturday, May 14, 2011
It's only a Northern Conference Call
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And if you are listening to this conference call You might think the words are going wrong But they're not. They just say it that way (...
14 comments:
Monday, May 9, 2011
The Steve Madden counter example
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Steve Madden - the designer of the ridiculous high-heeled shoes beloved by teenage tarts - gives me nightmares. And every time I go to m...
21 comments:
Wednesday, May 4, 2011
More comment on Longtop's capital efficiency
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The consensus reaction to my last post was that Longtop does not actually provide a cloud based storage service at the petabyte level despi...
24 comments:
Tuesday, May 3, 2011
Longtop and the remarkable capital efficiency of the Chinese cloud
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A note on the comments: the comments on this post are consistently of the view that (a) the company did not build a cloud-based storage infr...
32 comments:
Monday, May 2, 2011
The scuttlebutt method of stock research
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Phillip Fisher – one of the great investment gurus of all time – used to talk about the “scuttlebutt method” - just finding out what is re...
36 comments:
Wednesday, April 27, 2011
Gulf Resources: sometimes you only need to look at the accounts
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Glaucus - a small research firm - has had a dig at Gulf Resources - another Chinese reverse takeover stock. I hardly felt it was necessa...
16 comments:
Capital management in a Chinese software firm
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Longtop Financial Technology ( NYSE:LFT – market cap $1.5 billion) is not a Chinese reverse takeover. The stock came to the market the c...
17 comments:
Sunday, April 17, 2011
Fatal Risk – the must-read book on AIG's failure
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There are dozens of books on the financial crisis: I have read many of them and the Kindle samples for just about all of them. There are onl...
19 comments:
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