Bronte Capital

The sometimes eccentric views of John Hempton

Saturday, March 12, 2011

China Media Express: all will be revealed

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China Media Express (Nasdaq:CCME) has been my favorite drama on Wall Street (see posts here and here and here ). The stock is now suspen...
16 comments:
Friday, March 11, 2011

French intelligence on Libya

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The Libyan National Oil Company website - like the internet in Libya generally - is down. Below I have copied a section ( from the Google ...
13 comments:
Thursday, March 10, 2011

Keeping up appearances

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The Forbes list of the world's billionaires has been published.   Bess Levin  and most the rest of the press focus on the big three (Car...
4 comments:
Tuesday, March 8, 2011

The high frequency traders are just making it up

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Whilst I am on the subject of rapid trading I can't let this go by (courtesy Josh ).  Its picosecond trading: quoting efinancialnews.com...
17 comments:
Monday, March 7, 2011

Audacious stock promoters or gungslinger day-traders

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Lucas Energy is a small cap company which appears to be honest but surrounds itself with shady characters.  The company buys shut-in and oth...
13 comments:
Thursday, March 3, 2011

Diversions: Champian Fulton

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I live in Sydney and have good weather and beaches.  But I miss things. Less now: communications are wonderful. My friend Champian Fulto...
4 comments:
Tuesday, March 1, 2011

Health care and fiscal reform

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This is one for everyone who thinks the US is insolvent. The US budget is clearly problematic.  Social security is not a big problem (and ...
23 comments:
Monday, February 28, 2011

Weekend reading: Guadalcanal and Australian foreign policy

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Brad Delong wrote a short post recommending Neptune’s Inferno as the best book he has read all year.  I tend to read Brad’s recommendation...
17 comments:
Thursday, February 24, 2011

A small hedge fund manager’s lament

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We have just been through six years when almost any company that could be purchased by private equity and was potentially worth purchasing b...
26 comments:
Wednesday, February 23, 2011

China Agritech: Getting Wayne Tsou of Carlyle to explain Chinese excellence in nanotechnology production

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China Agritech - as has been discussed in previous blogs - manufactures and loads 200 thousand tonnes of dry fertilizer and 13 thousand tonn...
8 comments:
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