Bronte Capital
The sometimes eccentric views of John Hempton
Tuesday, September 4, 2012
Death, Ferraris and naked exotic girls: racism, politics and garbage data in China
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The Western Press is following a mid-ranking story in Chinese politics with more than average fervour because it is so salacious. Ling Jih...
11 comments:
Friday, August 31, 2012
The mysterious case of the disappearing competitor: Focus Media edition
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JCDecaux - the French multinational giant - is the largest display advertising company in the world. They also claim in their latest annua...
10 comments:
Focus Media - the key post: Four interpretations of the accounts
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Focus Media is - on the published accounts - a very profitable company. It has 63 percent margins gross margins and net margins over 30 per...
19 comments:
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:
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