Bronte Capital

The sometimes eccentric views of John Hempton

Thursday, November 19, 2015

Channel stuffing by Valeant in Europe confirmed

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The original Citron post which caused Valeant stock to crash alleged that Valeant used a hitherto undisclosed relationship with Philidor to ...
24 comments:

SunEdison's new shareholders

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There are 316 million SunEdison shares outstanding and - at pixel time - which is still before close - 128 million have traded. There will ...
4 comments:
Tuesday, November 17, 2015

Sun Edison disclosure practice

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I have - on the grapevine - been sent a research report from Credit Sights on Sun Edison. "The title: Sun Edison and Terraform: Dual 10...
11 comments:
Wednesday, November 11, 2015

Video Raises Doubts over Flotek's Most Recent Statements

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Flotek ( NYSE:FTK ) put out an SEC filing in which they admitted the substantial points in my last blog post.  The data that they presented ...
8 comments:
Tuesday, November 10, 2015

Flotek: a plea for accuracy

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This post had a material impact on the stock: the company admitted to most the important allegations in this post and the stock halved. My ...
25 comments:
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