Bronte Capital

Just a link for today - to Roddy Boyd talking about Kevin Barnes and Sky People Fruit Juice . Roddy is someone I always read. If Sky Peo...

Just had a fabulously productive day at work (meaning I got a long way towards some money-making ideas). And for that I am happy enough fo...

The number of problem long investments in my portfolio doubled overnight - from one to two. (We have some small problem longs and some large...

This is a post aimed squarely at my hedge fund manager readers who regularly ask me what to short in Australia. The most obvious target (in ...

We have been short Sears Holdings, publicly , albeit in small quantity. Being summer in Australia I did not even look at the market for the ...

Well the Euro fix is in. Whether it works - that is another question. But the fix is this: European banks can borrow unlimited amounts for t...

This post is a short apology. Somehow yesterday a post I part-wrote in September - left in draft and never finished - got circulated to my e...

Guidance from Trina and other solar manufacturers was for a wholesale  price to be above $1 per watt. So I got this email from my local su...

Chinese solar makers are facing a countervailing tariff case essentially arguing that the Chinese Government (through state controlled bank...

Sino Forest had a simple enough business model. It held forest and then sold the standing trees to Authorized Intermediaries. AIs (and parti...