Bronte Capital
The sometimes eccentric views of John Hempton
Wednesday, September 22, 2010
Gratuitous advert time... go see the Nick Hempton band
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Much cooler than reading a finance blog (or poking around on Chinese websites): Go see The Nick Hempton Band at the Zinc Bar (Greenwich ...
3 comments:
A123 – or how to lose money on YouTube…
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One of the things I promised with this blog was to explore ideas rather than talk my book. I also promised to explore my failures (of which ...
10 comments:
Tuesday, September 21, 2010
The internet travel company that sells far more tickets than it has page views: another trip down the rabbit hole with Universal Travel Group
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Numerous people have suggested that it doesn’t really matter that you can’t buy tickets on the Universal Travel Group’s website. After all, ...
12 comments:
Monday, September 20, 2010
Universal Travel Group’s cash balances: is there any way of testing whether the $43 million is really there?
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In the last few days more than half of the float of Universal Travel Group has turned over. It is clear that the company has made some misl...
39 comments:
Friday, September 17, 2010
Universal Travel Group – another video log
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There is more to this story than the dysfunctional website and the fact that an internet travel agent pays a lot in commissions (as part of ...
23 comments:
Thursday, September 16, 2010
Follow up on the Universal Travel Group post
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I woke up this morning to find people on the Yahoo chat board saying that I should be hanged and the company saying they deny “all the all...
31 comments:
Wednesday, September 15, 2010
Travelling through China with the Universal Travel Group: fly from Beijing to Yichang – pick up your tickets at Shenzhen airport!
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I am close friends with the major investor in a small but well placed online travel business. If you ever need a modestly priced hotel in Au...
46 comments:
Thursday, September 9, 2010
Microsoft laid bare
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When I started this blog I promised to explore the negatives in my stock positions at least in part because it forced me to think clearly. ...
38 comments:
Monday, September 6, 2010
Bank capital ratios and standing on tippy-toes
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Warren Buffett describes certain types of business competition as a bit like standing on tippy-toes at a concert-in-the-park. His particula...
13 comments:
Friday, September 3, 2010
Gold price and bond price - a comment on the efficient market hypothesis
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We live in a strange world - the 10 year US Treasury is trading with a 2.63 percent yield. The market is presuming that there will not be m...
57 comments:
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