Bronte Capital
The sometimes eccentric views of John Hempton
Friday, February 24, 2012
Senseless Chinese capital expenditure: Trina Solar edition
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The one thing we know about the solar panel industry is that it is glutted . Solar panel prices are collapsing as has been observed many tim...
21 comments:
Saturday, February 18, 2012
Titanium Asset Management - notes on paper trading and murder
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There is a story in the Sydney Morning Herald today about Titanium Asset Management - a funds manager in Western Sydney that operates as p...
32 comments:
Thursday, February 16, 2012
Why Falcone's plan B should be rejected
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I have an old computer under my desk. Its a Toshiba laptop from about 1998. I run Puppy-Linux on it because it can't run anything more ...
4 comments:
Wednesday, February 15, 2012
Why Phil Falcone is like the most loopy left-wingers in America
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Alan Sokal , a Professor of Mathematics at University College London and a Professor of Physics at New York University published this in So...
13 comments:
Tuesday, February 14, 2012
Dear Shareholder: the woman from the Propaganda Department will now provide you information
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Universal Travel Group - a Chinese company whose stock is now suspended - is no stranger to my readers. If you need a background the initi...
8 comments:
Sunday, February 12, 2012
Stocks: you can fondle them and they might put rohypnol in your drink and steal your wallet. A comment on Warren Buffett's recent fortune piece.
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Warren Buffett recently wrote an article in Fortune (a cut from his forthcoming shareholder letter) which explains why he prefers owning b...
23 comments:
Thursday, February 9, 2012
Diamond foods - what the press releases says and does not say...
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Diamond Foods is a short-battle-ground stock. Anyone who looks at Herb Greenberg's twitter feed can see that. Herb loves battlegrounds....
14 comments:
Thursday, February 2, 2012
Lightsquared - some comments
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I usually find Senator Charles Grassley's attempts to provoke spats with big-name hedge fund managers tendentious. But in his spat with...
20 comments:
Wednesday, February 1, 2012
Mr Fred allows me a victory lap...
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Sir Fred was not a good man - He had his little ways. And sometimes no one spoke to him For days and days and days. And men who came acr...
7 comments:
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