Bronte Capital

The sometimes eccentric views of John Hempton

Monday, December 10, 2012

Trust me - I run a pyramid marketing scheme

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This is a straight tip. I am slow to it - but go read Roddy Boyd's piece at the Southern Investigative Reporting Foundation . It is two ...
16 comments:
Tuesday, December 4, 2012

Celebrating the impending birth of the future King or Queen of Australia

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Today I woke to the joyous news that the Duke and Duchess of Cambridge are expecting a baby . The offspring will (possibly depending on ge...
24 comments:
Saturday, November 24, 2012

Hewlett Packard versus Apple advertising budget

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People did not get my last post. This is more obvious. From the last HP form 10K : Advertising    HP expenses advertising costs as in...
21 comments:
Friday, November 23, 2012

Coca Cola versus Hewlett Packard advertising

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In the latest Coca Cola 10K they declare advertising expense in millions of dollars as follows: 2009    $2,791 2010    $2,917 2011    $...
20 comments:
Wednesday, November 21, 2012

Hewlett Packard and Autonomy: notes from my Santangels presentation

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A few weeks ago I presented at the Santangels conference in New York . The conference was held under Chatham House rules . My topic: how t...
44 comments:
Monday, November 19, 2012

The Alan Jones Facebook experiment

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Alan Jones is a right-wing radio shock-jock in Australia - in the tradition of Rush Limbaugh or maybe even Howard Stern. He offends many p...
25 comments:
Sunday, November 18, 2012

Journos and short sellers getting it wrong

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The last post I suggested the Wall Street Journal may be being played by stock promoters (re Focus Media). I still think that. Many thoug...
10 comments:
Friday, November 16, 2012

Scepticism and good finance journalism: Focus Media edition

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On the 13th of August 2012 Focus Media received a go-private proposal from its founder and a collection of private equity firms. That was...
23 comments:
Thursday, November 15, 2012

Great Northern Iron and the persistence of worthwhile counterparties

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Great Northern Iron is a funny traded instrument. It is a trust. The trust expires on 6 April 2015 when they will have one final cash payme...
14 comments:
Tuesday, October 30, 2012

The cost of not calling Kroll

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China Kanghui looks like a done deal: It appears Medtronic closed it. For the record Mr D Cameron Findlay was the contact officer o...
17 comments:
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