Bronte Capital
The sometimes eccentric views of John Hempton
Wednesday, March 7, 2012
Follow up to the small cap post - and some notes on SuperValu
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My blog post suggesting that small-cap stocks were mostly to be avoided roused the animosity of many readers. The problem was that many of ...
17 comments:
Monday, March 5, 2012
In praise of Frank Lowy
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Wayne Swan the Treasurer of Australia (in UK parlance the Chancellor of the Exchequer, in US parlance the Secretary of the Treasury) has be...
18 comments:
Friday, March 2, 2012
When your tool fails your stock drops 35 percent
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Houston American Energy yesterday announced a problematic exploration well. They had (drilling) tool failure. The stock fell 35 percent. ...
15 comments:
Wednesday, February 29, 2012
Why I do not like small cap stocks much at the moment
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I run a small hedge fund. Most people that do that want to use their (lack of) size to find (and exploit) value-priced small cap stocks. ...
60 comments:
Sunday, February 26, 2012
When you think you made a great purchase (Warren Buffett edition)
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I consider myself a bit of a Buffettphile - but I did not even know Berkshire had a sizeable agricultural machinery operation. Sure agricult...
24 comments:
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:
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