Bronte Capital

Stableboy Selections (a blog I should read more often) provides us with a fairly simple case for shorting Logitech .  After joking about the...

I have a post coming about days payable outstanding (DPO) in by various mega-corporation - and the uses and abuses of corporate power.  Howe...

Mike Shedlock has declared the party to be over in Australia for about the fifth time. He is dead right that the Australian economy is a ...

A few years ago I travelled by local transport (mostly boats along the Mekong) from Saigon to Siem Riep. I traveled with my wife and my the...

I am back in Australia after my trip to the USA and I am taking a few days break. Its lunch time – and I have been reading the annual repor...

Just over a year ago I wrote a letter to regulators detailing a fraud at an Australian fund manager (Astarra/Trio Capital).  This was the Be...

The subject of income distribution is taboo in the USA.  On my blog readers noted a simple comparison of the price of laundry in London and ...

I am on a trip to the United States to raise money for my funds management business.  Its like an endless series of first dates.  If things ...

There are lots of books on the financial crisis and some are very good.  Bethany McLean and Joe Nocera have entered a crowded market - but t...

Sorry I have not been blogging for a while.  There are a few reasons.  Firstly I have been travelling to raise money for my funds management...