Bronte Capital

The sometimes eccentric views of John Hempton

Monday, May 23, 2011

Longtop makes an announcement

›
Longtop Financial Technologies - the subject of several posts on this blog - has made a statement. Here is the release : HONG KONG, May ...
27 comments:
Saturday, May 21, 2011

Guns, lobbyists, poachers and owl hunters: Northern and Voyager Oil and Gas weekend edition

›
I wondered whether I was boring people when I reported posted on Northern Oil focusing on such mundane issues as whether it was appropriate ...
18 comments:
Friday, May 20, 2011

Hot IPOs

›
The LA Times has a list of the hottest IPOs of the tech bubble . I am old enough to have forgotten most of these. The party on listing makes...
5 comments:
Thursday, May 19, 2011

Longtop Financial: lessons in the morphology of sin, loss of virginity and your 17 year old daughter

›
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

›
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

›
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

›
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

›
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

›
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

›
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:
‹
›
Home
View web version

About me

View my complete profile
Powered by Blogger.