Bronte Capital
The sometimes eccentric views of John Hempton
Monday, June 30, 2008
Bond insurer – has airport to sell
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I wrote about Sydney Airport here . Funnily enough various news source aggregators (such as Wikio) filed the article about a financi...
Sunday, June 29, 2008
Whitney Tilson on MBIA
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There is a great Whitney Tilson post on MBIA on Seeking Alpha. To me the key difference between the AA guarantors and the AAA guarantors wa...
1 comment:
Friday, June 27, 2008
Drink deeply of the poison: another look at Fifth Third Bank
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Fifth Third was a well run bank with a cult following. Now it is up on hard times. I have looked at it numerous times with an eye to buyi...
Citigroup thinks Barclays needs more
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Well you don't say: June 27 (Bloomberg) -- Barclays Plc, Britain's fourth-biggest bank, may need an additional 9 billion pounds ...
Thursday, June 26, 2008
The Associates - Sandy Weill's greatest miss
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People seem to have decided that the merger of Citigroup and Travellors was a failure - indeed the great failure of Sandy Weill's vision...
A slight difference in statements: Chart Industries and Energy World Corporation
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I wrote previously about the strange Energy World Corporation (EWC). See “ Getting oil on my shirt ”. Some follow up is warranted – ...
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Saving a General with a fresh set of batteries
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Mish asks today whether battery technology (and electric cars) can save General Motors. I think that answers itself. But maybe Mish is foc...
1 comment:
Wednesday, June 25, 2008
Why Bronte?
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Several people have asked me why I use the moniker Bronte Capital? Its where I live .
Sydney Airport: waiting for a (financial) crash landing
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Warning - this post has a major error - explained in this later post . Sorry. The Macquarie acquisition of Sydney Airport through its s...
Tuesday, June 24, 2008
The preposterously expensive WestAmerica Bancorp
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In my post of Fifth Third I described WestAmerica as perhaps the most astounding unbroken story in American banking. Here is its bala...
1 comment:
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