Bronte Capital
The sometimes eccentric views of John Hempton
Friday, August 10, 2012
Advice from the gardening column: XP Power edition
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I have a friend - a journalist - who refers to the stock-tipping parts of his newspaper as "the gardening column": full of plants ...
25 comments:
Monday, August 6, 2012
Something is happening here and you don't know what it is - do you Mr Hempton: Richemont edition
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I am wrong often enough to hurt - but rarely this fast. Richemont just pre-announced a big sales increase . I expected at best low single-d...
59 comments:
Friday, August 3, 2012
Richemont: waiting for the bullet
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At my hedge fund we usually short frauds. Stuff with dodgy accounts and dodgy prospects promoted by people who would be car salesmen if stoc...
41 comments:
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:
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