Bronte Capital
The sometimes eccentric views of John Hempton
Friday, May 18, 2012
Gulfport Energy and Wexford Capital: Part 2
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The very long set of transactions entered into by Gulfport Energy with Wexford Capital was surprising to me as well as to a couple of reader...
11 comments:
Wednesday, May 16, 2012
Wexford Capital and Gulfport Energy
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Gulfport Energy is a reputable Oklahoma based oil and gas company with widespread interests including in Canadian oil sands (via Grizzly O...
10 comments:
Wednesday, May 9, 2012
A stock called Comedy: the joke is on someone or other
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China Medical Technologies – a Chinese diagnostic, medical testing and genetic tools company which I am short – is possibly the strangest s...
3 comments:
Tuesday, May 8, 2012
The question I wanted to ask at the Berkshire meeting
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I never got to ask a question at the Berkshire meeting. I was a little awed and did not even ask until about 2pm (which was silly). There wa...
27 comments:
Sunday, May 6, 2012
Thoughts on the Berkshire meeting and a comment on long term care reinsurnace
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I am in Omaha and have just been to the Warren and Charlie show. It has been on my "to do" list for my whole adult life and I am s...
34 comments:
Wednesday, April 25, 2012
Huabao Suspends Trading After Falling on Short-Seller Report
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Huabao - a Chinese flavours and fragrances company in Hong Kong - has suspended trading after falling on a short-seller report. To quote a B...
9 comments:
Wednesday, April 18, 2012
Do I have any blog readers in Istanbul?
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Just asking. I am visiting. Send me an email through the blog.
17 comments:
Monday, April 16, 2012
Daddy you are more evil than I thought
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It is the holiday part of the trip and I was strolling through the back-lot footpaths of Venice with my twelve year old son. We were doing o...
37 comments:
Friday, April 13, 2012
Lessons in my laundry: Italian edition
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On my travels I found myself in a fine hotel in Central Milan. I came in about Midnight the previous night from London (courtesy the atrocio...
30 comments:
Thursday, April 12, 2012
Lessons in my laundry: Hong Kong edition
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I do irregular (but extended) business travel. (It comes from living in Australia – when you travel it is usually more than a week.) And ...
36 comments:
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