Bronte Capital

There is so much bad news out there that I thought I might start a little bit of optimism porn to counter the pessimism porn that is becomi...

Keith Sherin – the GE CFO – put out a press release that you can find here .  I just want to extract one paragraph. Mr. Sherin said he expec...

Has been linked by many people but it is worth it. http://www.thedailyshow.com/video/index.jhtml?videoId=220252&title=cnbc-gives-financi...

Keith Sherin is the CFO of General Electric.  He was just interviewed on CNBC.  I have only seen highlights of the interview.   Anyway here ...

Once I wrote a post about Swedbank and Latvia.  The title was “ Hookers that cost too much, flash German cars and insolvent banks ”.  Roughl...

I tended to judge GE by their behaviour (cutting risk, getting rid of dangerous businesses) rather than their accounts (which are deeply rub...

One of the cases for GE is that GE does not guarantee GE Capital Services (GECS).  GE has less than 40 billion in debt outside the GECS stru...

Warren purchased some GE converts a while ago.  Got what looked like a sweet deal at the time – a big yield and a nice conversion. With wher...

You need to do something special to get into the GE Annual report.  Ordinary revenue producers do not get a photo.  You need to be special. ...

GE sold its mortgage insurance business before the crisis broke.  That was high quality risk aversion. They sold their bond insurer (FGIC) t...