Bronte Capital

The sometimes eccentric views of John Hempton

Wednesday, March 13, 2013

Vodafone: the only deal that makes sense

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I read with a sort of resigned alarm that Vodafone is  considering selling its stake in Verizon Wireless . This is absurd - and if it happe...
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Tuesday, March 12, 2013

Alliance Resource Partners long term changes

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This is the second post in my Alliance Resources series. The first post is here .  When I get researching a company I have been known to ...
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