Bronte Capital
The sometimes eccentric views of John Hempton
Sunday, April 17, 2011
Fatal Risk – the must-read book on AIG's failure
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There are dozens of books on the financial crisis: I have read many of them and the Kindle samples for just about all of them. There are onl...
19 comments:
Friday, April 15, 2011
Universal Travel Group: auditor resigns edition.
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Universal Travel Group has lost its auditor - a small firm Windes and McClaughrey . Windes looks reputable - a cursory look through the S...
8 comments:
Saturday, April 9, 2011
Singapore-Australia stock exchange merger: reasons for the veto
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Mike Smith, the CEO of ANZ Bank (one of the big four Australian banks), has received a lot of press for criticising the Australian governme...
28 comments:
Tuesday, April 5, 2011
China Media Express and a comment on the efficient market hypothesis
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China Media Express has announced that it will appeal its suspension from the Nasdaq . I guess they are going to say that - apart from thi...
19 comments:
Monday, April 4, 2011
Northern Oil versus Brigham Exploration Company
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Someone in the comments asked me why I was short Northern Oil versus (say) Brigham Exploration Company. Brigham is another highly valued B...
9 comments:
Saturday, April 2, 2011
When senior executive pay becomes parody: Transocean edition
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Transocean awards bonuses to senior management at least in part based on safety. That looks honorable to me. But as the WSJ reports : T...
10 comments:
Friday, April 1, 2011
Northern Oil's expanding share count
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I had to double-take when I wrote this. Over the past two years Northern Oil has had about 60 million dollars of revenue. It has issued ro...
11 comments:
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