Bronte Capital
The sometimes eccentric views of John Hempton
Friday, August 12, 2011
Four days and roughly flat
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After four strange days this week we have made some mistakes (including owning a lot of Bank of America), cleverly covered some shorts and b...
16 comments:
Wednesday, August 10, 2011
Trina Solar: Somebody got lucky, but it was an accident
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Trina Solar has become a minor obsession of mine. I was originally attracted as a fraud short as per many China names and there are plenty o...
38 comments:
Tuesday, August 9, 2011
Paul Krugman vs Mr Bean
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Welcome to the newer readers from Paul Krugman's blog. It is the third time (I think) he has linked me and as per usual he brings a lot ...
4 comments:
Who has got the margin call?
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Bronte Capital tends - as this blog has said many times - to be long large cap and relatively liquid companies at 10-16 PE ratios. And we ...
45 comments:
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:
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