Bronte Capital

Sino Forest had a simple enough business model. It held forest and then sold the standing trees to Authorized Intermediaries. AIs (and parti...

Muddy Waters Research (of Sino Forest fame) published a negative piece on Focus Media  (the American listed stock of a real Chinese outdoor ...

I am reading Jason Manolopoulos's  Greece's Odious Debt - an accessible successor to Mark Mazower  - and one that reminds you that ...

I sometimes joke that straight accounts like virginity refer to one state only - whereas financial crime - as does sin - refers to a multitu...

Sino Forest's Independent Committee of Directors has - as explained before - concluded there was no substantial fraud at Sino Forest. ...

Sino Forest - a Chinese forestry company listed in Canada - is the subject of the most spectacular fraud allegation of this cycle of Chinese...

Edward Harrison annoyed me this morning. He writes the useful but sometimes disagreeable Credit Writedowns blog and he has a post up on wh...

After the results note: We now - post the result - know the difference. They took a charge - only thinly disclosed - on receivables  Someone...

Trina issued updated guidance yesterday. This unsurprisingly included an earnings downgrade and a decline in margins. Somewhat more surpris...

Andy Borowitz (a daily email you must have) lays out the buy case for Bank of America succinctly: A Letter from Bank of America An Apolo...