Bronte Capital
The sometimes eccentric views of John Hempton
Monday, September 24, 2012
Visiting New York, speaking at the Santangels conference
›
I am in New York on 25 October presenting at the Santangels Review investor forum . I am thrilled. I know only a few of the other speaker...
9 comments:
Saturday, September 22, 2012
Weekend edition: Mark Seymour and Eddie Vedder
›
A classic of Australian rock played at the Garden. Wish I was there... And some more Mark Seymour:
2 comments:
Thursday, September 20, 2012
Focus Media revenue plausibility test: Part two
›
Focus Media makes a lot of revenue per screen compared to US Television. Many people in the comments to the last post worked out rough ...
11 comments:
Tuesday, September 18, 2012
Focus Media plausibility test part one
›
This post is being written for everyone on the deal-team bidding for Focus Media. It is also been written for everybody who is considerin...
47 comments:
Monday, September 17, 2012
Focus Media: Three interpretations - which one is right
›
This blog has demonstrated a bunch of bizarre transactions in Focus Media's accounts. In particular I have focussed on transactions dur...
14 comments:
Sunday, September 16, 2012
Follow Bill Bishop's twitter feed now
›
Samuel Johnson declared that patriotism (and presumably its twin nationalism) was the last refuge of the scoundrel. The Chinese regime ha...
4 comments:
Thursday, September 13, 2012
The choice of lawyers in Tortola: Focus Media counterparties edition
›
The main streets of Tortola are a little dusty. When I wandered down them they were surprisingly empty but then it was hot. Very hot. There...
31 comments:
‹
›
Home
View web version