Bronte Capital
The sometimes eccentric views of John Hempton
Tuesday, February 15, 2011
China Agritech: China's amazing productivity levels
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China Agritech has put out an eight page shareholder letter rebutting claims of short sellers. Readers know that in the past I have been i...
31 comments:
Sunday, February 13, 2011
Guanxi vs Analyst: Carlyle and the coming collapse in Asian Private Equity
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I have a friend with a fair career as an analyst in Asian private equity funds. He describes the central debate as being between the “Guanx...
26 comments:
Friday, February 11, 2011
Family values in the emerging market ruling class
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I have just finished reading James Wolfensohn's autobiography - a book that will inspire a few blog posts. The new consensus is that ...
5 comments:
Thursday, February 10, 2011
China Agritech: more photos - more detail
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In the last post I (erroneously) showed pictures of a gate of a plant supposedly leased to China Agritech. This was the photo as supplied ...
18 comments:
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:
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