Bronte Capital
The sometimes eccentric views of John Hempton
Wednesday, April 27, 2011
Gulf Resources: sometimes you only need to look at the accounts
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Glaucus - a small research firm - has had a dig at Gulf Resources - another Chinese reverse takeover stock. I hardly felt it was necessa...
16 comments:
Capital management in a Chinese software firm
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Longtop Financial Technology ( NYSE:LFT – market cap $1.5 billion) is not a Chinese reverse takeover. The stock came to the market the c...
17 comments:
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:
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