Bronte Capital
The sometimes eccentric views of John Hempton
Friday, March 6, 2009
Weasel words from Keith Sherin
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Keith Sherin is the CFO of General Electric. He was just interviewed on CNBC. I have only seen highlights of the interview. Anyway here ...
9 comments:
Thursday, March 5, 2009
Polish hookers don’t cost too much
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Once I wrote a post about Swedbank and Latvia. The title was “ Hookers that cost too much, flash German cars and insolvent banks ”. Roughl...
7 comments:
Good behaviour and General Electric
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I tended to judge GE by their behaviour (cutting risk, getting rid of dangerous businesses) rather than their accounts (which are deeply rub...
2 comments:
An uncomfortable observation for GE common
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One of the cases for GE is that GE does not guarantee GE Capital Services (GECS). GE has less than 40 billion in debt outside the GECS stru...
5 comments:
Hey guys – you can make a much better investment than Warren Buffett
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Warren purchased some GE converts a while ago. Got what looked like a sweet deal at the time – a big yield and a nice conversion. With wher...
8 comments:
Wednesday, March 4, 2009
From the wonderful vaults of General Electric
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You need to do something special to get into the GE Annual report. Ordinary revenue producers do not get a photo. You need to be special. ...
Memo to Jeffrey Immelt – if you are going to lie you have to do it more convincingly than this
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GE sold its mortgage insurance business before the crisis broke. That was high quality risk aversion. They sold their bond insurer (FGIC) t...
10 comments:
Tuesday, March 3, 2009
They read me in Washington!
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The latest leak from the WSJ about the details of the Geithner plan should sound very familiar to readers of the " long post ". ...
8 comments:
Wrong again - on AIG
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There is only one piece of AIG that is still highly valuable – which is the core American P&C business (including some auto businesses)....
4 comments:
Monday, March 2, 2009
HSBC are to blame
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Of all the ways to lose money – one of the most painful is to be right and lose money. It doesn’t happen to unlevered longs. If you have no...
5 comments:
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