Bronte Capital
The sometimes eccentric views of John Hempton
Tuesday, August 23, 2011
Trina Solar's very understanding banks...
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Trina Solar is fast becoming a test-piece about just how understanding a Chinese bank can become. They have just produced some pretty ordi...
15 comments:
Monday, August 22, 2011
Software eats part of the world
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Marc Andreessen's WSJ article about software eating the world caused debate amongst my colleagues at Bronte Capital. It's a view t...
35 comments:
Sunday, August 21, 2011
The SEC should do a secondary suspension of Longtop Financial Technology
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Puda Coal is a Chinese company already suspended by the Nasdaq and then relegated to the Pink Sheets. Whilst on the Pink Sheets unsupportabl...
17 comments:
Saturday, August 20, 2011
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7 comments:
Friday, August 19, 2011
Trina Solar and the meaning of "strategic partnership"
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A couple of days ago Trina Solar announced a "strategic partnership" with the well managed Australian company Origin Energy*. I ...
4 comments:
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