Bronte Capital

The debate on Herbalife has come back to the issue of internal consumption - that is how much of Herbalife's product is consumed by thei...

[For non-Austrlaians: Qantas is a former Government owned airline in Australia - and still seemingly our "national carrier". Its p...

One from the vaults . In April last year I posted on the origins of Mt Gox - the bitcoin exchange . To celebrate the collapse of Mt Gox ...

Advanced warning: the first comment here linked to an article which clearly understood this better than me . I am still perplexed - but this...

At core I am an old-fashioned value investor. Maybe a growth-orientated one - but the valuation has to make sense on fairly modest assumptio...

Marc Andreesen ( @pmarca  for the must-follow twitter account) has been toying with a theory of public company shareholder. The short (Twitt...

The Jos. A. Bank and Mens Warehouse pacman like dance fascinates me. These are companies I don't quite get selling products I don't ...

I think I have found a new low in the pharmaceutical industry: giving away a month's free supply of potentially lethal high-grade opiods...

There were three letters sent by Senator Markey about Herbalife. One went to the SEC, one went to the FTC and one went to Herbalife. The m...

I wrote two posts yesterday (today Australian time actually). I demonstrated that there were multiple versions of the letters that Senator...