Bronte Capital

The sometimes eccentric views of John Hempton

Friday, December 26, 2008

Hookers that still cost too much – some comments on the IMF and Latvia

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This blog was early on giving a public cry on the Latvian economy.  I have the Latvian crisis to thank for a lot of my readership – it was a...
9 comments:
Wednesday, December 24, 2008

Santander also caught in the due diligence lie

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The numbers are larger than at Bramdean – the lie is the same: Intensive due diligence is vital to ensuring the integrity and sustainability...
5 comments:
Monday, December 22, 2008

Bramdean Alternative’s solvency problems

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In my last post on Bramdean Asset Management (Nicola Horlick’s business) I suggested to Ms Horlick that she should make a statement to the ...
3 comments:
Saturday, December 20, 2008

New World Capital Managment - a follow up...

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I know my post on New World Capital Managment has nothing compared to recent frauds. But the failure to prosecute reaffirms my doubt in th...
5 comments:

Gentle understatement

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The Dreier law firm closed down awful fast.  Its website is still up and there is no news on it about the firm’s liquidation.  If you ring ...
Friday, December 19, 2008

Weather and subprime mortgages

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Maybe I am a little harsh on people... strange things happen.  Normal distributions are not normal.   Paul Kedrosky has a wonderful post on ...
Thursday, December 18, 2008

Robust and thorough due diligence is back

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Bramdean Asset Management (Nicola Horlick’s business) used to have this line on its website: Robust and thorough due diligence is at the hea...
10 comments:
Wednesday, December 17, 2008

Criminal charges for Nicola Horlick now?

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Note:  I have edited this post.  I put a question mark in the title.  Nicola almost certainly has the reports into Madoff that her due dilig...
6 comments:
Tuesday, December 16, 2008

Nicola Horlick is a silly silly girl

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One of the things about the web is that it has a level of permanence.  You put stuff out and you have to live with it.   Only a few hours ag...
5 comments:

My delayed Nicola Horlick post

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Oh dear I deliberately did not post on Nicola Horlick and her investment in Bernie Madoff’s giant ponzi scheme because I thought I might be ...
1 comment:
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