Bronte Capital
The sometimes eccentric views of John Hempton
Monday, August 13, 2018
Dear Bayer shareholders, what are you thinking?
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Bayer is a life-sciences company. It sell drugs with litigation risks (especially Xarel to ), it genetically modifies seeds (which I guess h...
36 comments:
Wednesday, August 8, 2018
Dear Michael Clarke, there are worse things you can do than tamper with the ball using sandpaper
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Note, as of 20 October the crypto-currency referred to in this blog post is no more and Michael Clarke has dissociated himself from this cry...
3 comments:
Thursday, August 2, 2018
A quick comment on the Herbalife results
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Herbalife reported after market. There was a lot of noise. Margins in various markets fell. There is the usual Herbalife currency noise. ...
5 comments:
Wednesday, August 1, 2018
Xero
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I was quoted in the Australian Financial Review on Monday stating that Xero is the only Australian company with the potential to be a $100 ...
25 comments:
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