Bronte Capital
The sometimes eccentric views of John Hempton
Monday, July 30, 2012
Weekend edition: Car Dealers
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I am a hedge fund manager who trades in marketable securities only. I look at a quote in a market - take it or leave it. I have developed ...
63 comments:
Thursday, July 26, 2012
Changing my mind on Microsoft
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Seldom have I looked at something that is a major long in the portfolio, changed my mind, sold the entire position and continued selling to ...
121 comments:
Wednesday, July 25, 2012
Italy, Portugal, Greece, Spain, Australia: Some comments on Vodafone's rusults
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Here is an extraordinary slide of revenue by jurisdiction from the last Vodafone conference call... Revenue is great in growing emergi...
11 comments:
Friday, July 13, 2012
I had an incredibly precise dream...
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Moore's Law collapsed. Had all sorts of investment implications. I woke up startled... John
31 comments:
Thursday, July 12, 2012
Supervalu and the Wayne Gretzky school of value investing
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I once wrote a blog post stating why I did not much like small caps . The comments (and there were many) wound up in a discussion of the see...
9 comments:
Saturday, July 7, 2012
Weekend edition: Australian pop stars twenty years later
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Someone who was a modestly successful pop star (a number 1 or two and a dozen other chartings) can make a living off old glories for most t...
11 comments:
Friday, July 6, 2012
Central bankers opposed to functioning markets
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As I outlined in the kleptocracy post Chinese households save an absurdly large proportion of their income in bank deposits with regulated ...
23 comments:
Friday, June 29, 2012
Duties morality and short-selling: Part 2
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Almost everyone said that I should tell the old man in the last post that he had lost his life fortune and that his advisor was a crook. ...
35 comments:
Thursday, June 28, 2012
Duties, morality and short selling
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I am involved in a short that has mostly collapsed. Take it as read that the company and its accounts were almost entirely fraudulent. Th...
48 comments:
Tuesday, June 26, 2012
Coronado Biosciences is not exactly kosher
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Crohn's disease is an autoimmune bowel disease (or maybe just an immune deficiency) which has symptoms ranging from abdominal pain to d...
14 comments:
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