Bronte Capital
The sometimes eccentric views of John Hempton
Thursday, October 27, 2011
Shorting - early can be wrong: First Solar edition
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At Bronte we mostly short frauds. Our typical positions are tiny (less than 1 percent of funds under management). The reason is that if a co...
22 comments:
Wednesday, October 26, 2011
Thinking about the Abacus sign
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The widely distributed - nay viral - picture of a young woman carrying a sign referring to Abacus - the much litigated Goldman Sachs/Paulson...
43 comments:
Thursday, October 20, 2011
Huabao: derivative transactions and disclosure
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Huabao - a fragrances and flavors company and the subject of attention on this blog - has suffered a rapid stock-price decline lately. T...
22 comments:
Monday, October 17, 2011
Huabao and the Queen of Cashout
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The Shanghai Daily ( subscription required ) has taken to calling Zhu Linyao as the "Queen of Cashout". She is otherwise known as ...
7 comments:
Saturday, October 15, 2011
Bronte Capital enters strategic partnership with Diageo - maker of Guinness beer. Oh and a comment on Trina Solar
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Bronte Capital have entered into a strategic partnership with Diageo - the maker of Guineess. But we haven't really. We are in a pub in ...
14 comments:
Tuesday, October 11, 2011
Going one up on Jeff Matthews with Chaoda Modern Agriculture
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Jeff Matthews (he of the fabulous blog and excellent book on Warren Buffett ) tweets every day his least helpful broker call. His twitter s...
10 comments:
Monday, October 10, 2011
Anarchists for good government
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Today was my one afternoon of being a tourist in New York. After the return trip to the Natural History Museum I went downtown to see the &q...
36 comments:
Saturday, October 8, 2011
Happenings in Little Italy: nurses and litigation risk
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This evening I was in a restaurant in Little Italy New York. Fine place too. The maĆ®tre d’ asks loudly if there is a doctor in the restaur...
30 comments:
Thursday, October 6, 2011
Elegant ladies in high heels, water at $1000 per liter and Huabao, an interesting stock on the Hong Kong Stock Exchange
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A couple of years ago my wife and my business partner's wife turned up at our office in Bondi Junction and then went shopping in the me...
28 comments:
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