Bronte Capital

It took me a while to understand the Google-Microsoft spat regarding Bing incorporating Google results into Bing searches.  Its important fo...

For the last few days my blog post about China Media Express has been the most visited post on this site.  Strange really because China Med...

A gem from Jim the Realtor . PS.  Even the title is not original - it was purloined from the comments.

There are a bunch of ideologues out there with solutions to the Fannie and Freddie situation.  They argue that government intervention has t...

I know a rich bloke who is usually pretty switched on who is a private investor in Black Light Power . That is - at least to my eyes - a v...

Laurence Fletcher wrote a piece in Reuters about how some hedge funds are losing their sex appeal. Only a minority of rich clients want a...

Thanks for the comment - email and otherwise on the Logitech post. The first comment (made fairly consistently) is that the core assumptio...

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 ...