Bronte Capital
The sometimes eccentric views of John Hempton
Wednesday, February 9, 2011
China Agritech: a follow up
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THIS POST HAS IMPORTANT QUALIFICATIONS - SEE THE POST SCRIPT. PLEASE READ THE QUALIFICATIONS AS AN IMPORTANT PART OF THIS POST. China Agr...
31 comments:
Sunday, February 6, 2011
Flagrant breach of copyright by TeacherSoft
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There is a really fine company out there – we will call it TeacherSoft. TeacherSoft wants to build the best possible education platform and...
27 comments:
Saturday, February 5, 2011
China Agritech. The "sniff test" and other questions for Anne Zheng and Carlyle
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China scams are becoming so - well - yesterday. There was a lot of it yesterday - hence two long posts in a day. I barely noticed that Lu...
12 comments:
Friday, February 4, 2011
China Media Express: what disconcerted me when I read the accounts
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China Media Express is a tiny company about which there is – as I have noted – major passion and drama on Wall Street. My last post indic...
28 comments:
Thursday, February 3, 2011
The Microsoft-Google spat explained
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It took me a while to understand the Google-Microsoft spat regarding Bing incorporating Google results into Bing searches. Its important fo...
29 comments:
Tuesday, February 1, 2011
China Media Express: The Wall Street Drama continues
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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...
36 comments:
Thursday, January 27, 2011
Fred got laid off: it's on the foreclosure list now
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A gem from Jim the Realtor . PS. Even the title is not original - it was purloined from the comments.
7 comments:
Monday, January 24, 2011
What to do with Fannie and Freddie
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There are a bunch of ideologues out there with solutions to the Fannie and Freddie situation. They argue that government intervention has t...
19 comments:
Thursday, January 13, 2011
Skepticism and wealthy investors
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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...
31 comments:
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