Bronte Capital
The sometimes eccentric views of John Hempton
Monday, March 28, 2011
The marvellous Wall Street capitalization machine: Northern Oil edition
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Northern Oil has its defenders and the defenders tend to point to one thing only – the value of Northern Oil's acreage. After all you w...
11 comments:
Friday, March 25, 2011
Northern Oil and Gas – the source of the strange auditor
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There are lots of things that I do not know about Northern Oil and Gas. The thing I would most like to know are the flow rates on their wel...
7 comments:
Wednesday, March 23, 2011
The Street Sweeper on Northern and Voyager: Part 2
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The Street Sweeper has published Part II on Northern Oil and Voyager Oil . Linked without comment.
4 comments:
Northern Oil and Gas: It's only a Northern Song
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I have been sitting on this post for while pending the publication of an article by Mellisa Davis (of The Street Sweeper). She has now gon...
27 comments:
Tuesday, March 22, 2011
Starr Asia sues CCME and others
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Presented without comment (antecedent post here ): Starr Asia sues CCME et al
4 comments:
Monday, March 21, 2011
China Agritech: How should I reply to Kevin Theiss re China Agritech?
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Forgive me a brief gloat about a successful short. China Agritech has fired its auditor after the auditor threatened to resign. NASDAQ ha...
16 comments:
Sunday, March 20, 2011
Weekend edition: Spoof of Brian Cox's Wonders of the Solar System
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Brian Cox leaves me gob smacked. He is blisteringly smart but wears it with an easy rock-star charm. (Before he was a top-flight Physics P...
2 comments:
Friday, March 18, 2011
Danger danger: The Wall Street Journal has no idea on how to do hedge fund due diligence
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About 30 percent of Bronte's portfolio is shorting frauds. We are very good at identifying frauds: we are experienced and diligent. A...
20 comments:
Tuesday, March 15, 2011
What the demise of China Media Express says about the demise of Hank Greenberg and AIG
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I met Hank Greenberg in late 2000. He was chatting mostly to Ajit Jain – the Berkshire Hathaway reinsurance impresario and I was a spare w...
21 comments:
Monday, March 14, 2011
Banking and supercatastrophe
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The second substantive post on this blog was about 77 Bank - a bank in Sendai - the capital of Miyagi Prefecture. This is the epicenter of ...
11 comments:
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