Bronte Capital
The sometimes eccentric views of John Hempton
Tuesday, August 28, 2012
Focus Media - focus on movie screens
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I am obsessed as to what the due-diligence on Focus Media done by the private equity firms might look like and what it might find. Lets s...
16 comments:
Monday, August 27, 2012
Focus Media - big rewards and big risks for private equity firms
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I believe you judge the quality of a private equity firm by its ability to say no to a deal . If you have a billion dollars (or 20 plu...
7 comments:
Focus Media - my new obsession (corrected version)
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This is a corrected version of a previous post . In the original I transcribed gross margins for operating margins in two companies. The c...
5 comments:
Friday, August 24, 2012
Focus Media: My new obsession - original version with annotations
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There are days I should not be allowed to hang around a spreadsheet. This post had not one but two - nearly identical mistakes in it. I si...
20 comments:
Monday, August 20, 2012
Good due diligence is defined by the deals you walk away from
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As regular readers of this blog know - I don't much like buying stocks where I am competing with potential private equity (PE) buyers ....
14 comments:
Thursday, August 16, 2012
Pricewaterhouse Coopers - the see-no-evil audit firm
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A short post written in frustration. I wrote to PWC (via their email-contact service) asking for an email address to send a large dossier ...
25 comments:
Monday, August 13, 2012
T-Mobile to go private with the Sole True Hero!
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Fierce Wireless is reporting that there is a private equity bid in the works to buy T-Mobile led by none other than my least favourite telec...
3 comments:
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