Bronte Capital
The sometimes eccentric views of John Hempton
Tuesday, July 26, 2011
Hollysys - a blog post inspired by the railway crash
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Disclosure for people who do not get my sense of humor: We are short Hollysys. If you get to the end of the post and do not understand w...
30 comments:
Monday, July 25, 2011
Competition and managing money
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I had a long chat the other day with a long-only global fund manager. He observed (correctly I think) that conditions for private-equity tak...
23 comments:
Thursday, July 21, 2011
Today a single link about China (and Apple)
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This post is a gem: http://birdabroad.wordpress.com/2011/07/20/are-you-listening-steve-jobs/ John PS. I have had extensive comments ...
15 comments:
Wednesday, July 20, 2011
When you talk to a journalist off the record how safe are you?
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There is a long history of ethical journalists going to extreme lengths to protect their sources. Many a good journalist has suffered prison...
39 comments:
Tuesday, July 19, 2011
Why Meridith Whitney's concerns do not matter
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Meridith Whitney has made a fuss of late pointing out the (more or less obvious) insolvency of many State and local governments. She seems...
14 comments:
Tuesday, July 12, 2011
China frauds: In (partial) defense of the auditors
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The most common question I get asked about Chinese frauds by journalists (and even more by class action lawyers) is where were the auditors?...
25 comments:
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