Bronte Capital
The sometimes eccentric views of John Hempton
Friday, August 6, 2010
A fund manager experiments in geek...
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Forgive a long post – but I suspect this might develop into a theme. My business partner thought I should break this post up – but I figure...
51 comments:
Wednesday, August 4, 2010
Some rare links
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I do not do links often – so they have to be good. These two are gems and I am (a) sick in bed and (b) working on a very long post on a new...
1 comment:
Monday, July 26, 2010
California Dreaming: requesting comments from Wachovia customers
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The defining character of bank results up until Wells Fargo was (a) rapidly improving credit and (b) declining revenue. When I state that ...
19 comments:
Saturday, July 24, 2010
Already a short follow up on Tarrants and Astarra
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The local paper has reported that Ross Tarrant has closed the financial planning arm of his business . Ross Tarrant’s business survived t...
7 comments:
Astarra and the financial planners – Ross Tarrant tells us how his business survived the financial crisis without shedding a job
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By now it is obvious – the money in the Alpha Strategic Fund – now named the Astarra Strategic Fund – has been stolen. Who was the actual ...
2 comments:
Wednesday, July 21, 2010
Part VI in the Ed Hugh series – Emporiki decides not to compete on deposits
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Lets recap my arguments from the early parts of this series. In Part 2 of the series I showed that if the Greek sovereign defaults either ...
6 comments:
Tuesday, July 20, 2010
Turning Japanese? Comments on the latest bank results
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I am thinking out loud here – and hope for comments. For our portfolio it has not been a happy few days. You will need to click for the ta...
21 comments:
Monday, July 12, 2010
Bank of America comes clean – well sort of …
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Bank of America has finally admitted that it understated the quarter end assets and liabilities for the years 2007 to 2009. It does not (ye...
16 comments:
Friday, July 9, 2010
Don't waste a good spy exchange
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I grew up in the latter part of the cold war and despite our modern day challenges we are far better off with the nuclear armed and ideology...
8 comments:
Sunday, July 4, 2010
The Confidence Game: a commentary on the Ackman-MBIA book
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A correction to this post re the Australian infrastructure projects is at the end... The Confidence Game – the book about Bill Ackman’s p...
18 comments:
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