Bronte Capital

The hedge fund trade was long Porsche, short Volkswagen.   Porsche after all owns many times its market cap in VW shares so the trade was ob...

Warning – I strongly recommend against trading in any security mentioned in this post. The volatility is enormous and the situation flui...

News Corp’s newspaper advert numbers are bad – but they are not catastrophic.   They have got markedly weaker very recently – but until then...

In August – which in this market seems like years ago – I did two posts on MGIC   – the largest mortgage insurer and a company colloquially ...

Wal Mart was always a down market retailer.  I feel at home in Target - wide, brightly lit isles, a good collection of kids clothes.  I don...

Read my post on the 1934 Act first… this will not mean much to you unless you have done so… and after that get ready for some seriously won...

When you sign up to a margin account in almost all cases you pledge your securities to the broker with the ability for them to repledge.   ...

Come on Sir Fred You worked for an inconsequential arm of National Australia Bank. You walked to an historic but small bank in Scotland. You...

I got no comments on the Bakkavör Group accounts, see here ... For those that want to know, the balance sheet is written in pounds. It is ...

It did not take long. Iceland has denied the airbase link. http://www.timesonline.co.uk/tol/comment/columnists/bronwen_maddox/article491654...