Bronte Capital
The sometimes eccentric views of John Hempton
Sunday, August 7, 2011
Are prospective expenditure matching funds in Trina Solar's debt covenants?
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Trina Solar buys polysilicon and sometimes wafers and sells finished solar panels. They used to talk about polysilicon processing costs and ...
11 comments:
Thursday, August 4, 2011
So that makes it alright then...
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China Media Express (now defunct and exposed as a fraud) was once the highest conviction and highest stakes short-versus-stock-and-stock-pro...
14 comments:
Thursday, July 28, 2011
Wage inflation in Australia (POST NOW WITHDRAWN)
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This post is withdrawn - here is an IDENTICAL ADVERTISEMENT in another publication with ONE LESS ZERO. http://www.seek.com.au/Job/shotfire...
6 comments:
Google Plus thinks I am a social climber...
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Google plus has a suggestion process as to who you might add to "circles". Here - with only minor editing - are five consecutive...
11 comments:
Tuesday, July 26, 2011
Apartment shopping in Hong Kong
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12 comments:
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:
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