Bronte Capital
The sometimes eccentric views of John Hempton
Thursday, June 5, 2008
A colourful charachter stoops to paid stock shills
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Joseph Gutnick - better known as Diamond Joe Gutnick - is a colourful charachter. Here is a lovely profile from Forbes Magazine which in 1...
Wednesday, June 4, 2008
Will General Electric get its advanced materials back?
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Jeff Immelt gets some bad press these days. But I am not convinced he is all that bad. In the financials area (the area which I know well)...
Tuesday, June 3, 2008
Australia really is another country: Part 2
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I have previously written about the proposed takeover of St George bank by Westpac. I think Westpac is crazy – somewhat ameliorated by th...
1 comment:
Wednesday, May 28, 2008
Royal bank of Scotland and Charter One - a first follow up
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Short post: RBS has taken very few charges on its HELOC buiness. I have pointed out that - at least for some houses the price has fallen t...
2 comments:
Sunday, May 25, 2008
Fun and games in hedge fund land (or what does it take to go to prison?)
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Forgive me for a non-stock post. But it will cover the dubious goings on off Wall Street - and is fun. A while back I went looking for a ne...
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Thursday, May 22, 2008
Australia really is another country
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St George Bank is the number 5 bank in my home country (Australia). It is currently subject to an all-stock offer by Westpac - but if you ...
1 comment:
Tuesday, May 20, 2008
Sir Fred Goodwin death watch: Part 1
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The biggest bank in the world is Royal Bank of Scotland . Double-take. Hold your breath. Think that John Hempton has lost his mi...
3 comments:
Friday, May 16, 2008
Japanese regional banks - a mirror on America
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77 Bank is a regional bank in Sendai (the capital of Miyagi prefecture). The Japanese guys I know think of Sendai as a backwater – a pla...
3 comments:
Thursday, May 15, 2008
Scoping the mortgage crisis
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Why not start with big ideas. How do we get a grip on how big the mortgage crisis is and/or will be? Lets start at the beginning. In Decembe...
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A hope to emulate Jeff Matthews - and not make it up
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This is my first (serious) attempt at an investing blog. There are numerous out there - some good - some truly dreadful. I am a (semi) reti...
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