Bronte Capital

The sometimes eccentric views of John Hempton

Friday, May 21, 2021

Grenke's audit statement

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Grenke is a Geman listed (but global) equipment leasing company who has been subject to a short-seller research report (which Grenke support...
2 comments:
Saturday, May 8, 2021

How big is this crypto boom?

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Google Trends doesn't predict stock market rallies, well somtimes it does. But more likely it is coincident with them, the suckers at th...
3 comments:
Friday, April 30, 2021

The tough task facing the Australian securities regulator

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Australia has several jurisdictional issues that make it a haven for corporate criminals. These features are sometimes for better, sometimes...
7 comments:
Monday, March 22, 2021

How big is the Greensill problem at Credit Suisse?

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The franchise of Swiss Banks has historically been access to large numbers of seriously high net worth individuals and stuffing them full of...
13 comments:
Friday, March 12, 2021

Greensill - who is holding the bag - part two

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 Insurance Australia Group reacted to my last  post by stating that they carried no net risk. It was all reinsured to Tokio Marine (the big ...
4 comments:
Monday, March 8, 2021

Greensill - who is holding the bag?

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There has been much fabulous reporting in the lead-up to the collapse of Greensill, the eponymously named Australian domiciled but London he...
20 comments:
Saturday, December 26, 2020

Job Interview Questions: Plus 500

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I gave someone a quick job interview today. It was kind of miserable except the kid was enthusiastic and came with a lot of (what he thought...
29 comments:
Thursday, December 17, 2020

Delusion, fraud and the role of the SEC - the General Electric long-term care case

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Luckin Coffee just settled with the SEC for a fine which I guess will be paid by shareholders. Given that the whole thing is a massive admit...
5 comments:
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