Bronte Capital
The sometimes eccentric views of John Hempton
Tuesday, June 21, 2011
I got yesterday's post wrong
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Yesterday's post was as error-ridden as anything I have ever published. On the most important matter: I thought the Globe and Mail sto...
16 comments:
Monday, June 20, 2011
Sino Forests and a puzzle for media analysts
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The Globe and Mail (a mainstream Canadian newspaper) has published a piece confirming the core allegations of Muddy Waters research re Sino ...
31 comments:
Saturday, June 18, 2011
Lessons in my Desire
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Ok - the title is somewhat misleading: I just purchased an HTC Desire HD Android phone via Ebay and by doing so I learned a few lessons - s...
30 comments:
Wednesday, June 15, 2011
Sino Forest quote of the week
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Muddy Waters commenting on Sino Forest's conference call : TRE [Sino Forest] had some notable blocks / drops of other awkward question...
6 comments:
Sunday, June 12, 2011
Sino Forests – some thoughts
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A bit over twenty years ago I spent a pleasant afternoon in the lock-up at Eden Police Station on the South Coast of New South Wales. I w...
22 comments:
Tuesday, June 7, 2011
Who owns ashwoodresources.com? Light and mystery...
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Northern Oil and Gas ( NOG:AMEX ) has divested small interests in ninety wells to Ashwood Resources. Ashwood is a company controlled by a re...
11 comments:
Monday, June 6, 2011
Reminding Peter Johnston what he once thought about Astarra
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Some people are just too precious. Longtime followers of this blog will remember that I was instrumental in the exposure the biggest funds...
18 comments:
Friday, June 3, 2011
Muddy Waters: the finest take on a Chinese fraud yet
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Carson Block and his team at Muddy Waters Research have just released a report on Sino Forest - a huge Canadian listed company - or is tha...
32 comments:
Wednesday, June 1, 2011
Who is Ashwood Resources? And who owns ashwoodresources.com?
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Northern Oil and Gas (NOG:AMEX) and its sister company Voyager Oil and Gas (VOG) are a minor obsession of mine. Not only are the managemen...
18 comments:
Sunday, May 29, 2011
Letter to a client
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Mike*, our foundation client and a dear friend, sent us a really bearish broker note as if John Hempton - a shortseller by inclination - nee...
26 comments:
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