Bronte Capital

The sometimes eccentric views of John Hempton

Sunday, May 29, 2011

Letter to a client

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Mike*, our foundation client and a dear friend, sent us a really bearish broker note as if John Hempton - a shortseller by inclination - nee...
26 comments:
Saturday, May 28, 2011

Those clever people at China Fire and Security and Bain

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I have read the accounts of several dozen Chinese reverse takeover stocks and many traditional IPOs, mostly looking for fraud but also looki...
22 comments:
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