Bronte Capital

The sometimes eccentric views of John Hempton

Saturday, December 14, 2013

The Amtrust "hit-piece": amateur hour short-selling from the once respectable Geoinvesting

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Geoinvesting is a bunch of short-sellers who I grew to respect during the great era of picking off Chinese reverse merger scams. They got se...
27 comments:
Monday, December 9, 2013

Interoil: both longs and shorts look like fools

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Interoil is perhaps the most-disputed stock I have ever witnessed. The dispute is about the value of a huge claimed gas find in Papua New Gu...
5 comments:
Friday, December 6, 2013

The Interoil-Total deal

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Interoil - an oil and gas company with operations in Papua New Guinea - is a controversial stock. And there are reasons - today demonstrates...
2 comments:
Wednesday, December 4, 2013

Roddy Boyd and degree of difficulty

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My first job in financial markets was working for a true genius . It was a tough gig. Even tougher was that I was the bank and insurance a...
3 comments:
Tuesday, December 3, 2013

Book review: The Great Salad Oil Swindle

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The Great Salad Oil Swindle , by Norman C Miller, Published by Coward McCann New York, 1965, Library of Congress Catalogue Number 65-20407 ...
5 comments:
Monday, December 2, 2013

Microsoft, the antediluvian tech giant

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I recently purchased a subscription to Microsoft 365 Office Home Premium for AUD12 per month. And I just received my first invoice. It c...
14 comments:
Thursday, November 28, 2013

Jos A Banks and Mens Warehouse - a quick due diligence request

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I am getting more than passingly interested in the Jos. A Banks - Mens' Warehouse pacman takeover battle. It started when Jos. A Banks b...
2 comments:
Wednesday, November 27, 2013

Google Plus will get your children murdered

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Google has been busily linking all your accounts to your true identity through Google Plus and as far as they can insisting on real names. M...
20 comments:
Thursday, November 21, 2013

A question for Tile Shop's institutional shareholders

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The management of Tile Shop Holdings ( NASDAQ:TTS ) have spent the last few days in New York and Boston talking to institutional investors m...
23 comments:
Sunday, November 17, 2013

Parachute falsification, the FDA and non-science

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I seem to have annoyed some statistics fundamentalists with the last statistics post . So let me spell it out from first principles... The...
28 comments:
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