Bronte Capital

The sometimes eccentric views of John Hempton

Tuesday, October 30, 2012

The cost of not calling Kroll

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China Kanghui looks like a done deal: It appears Medtronic closed it. For the record Mr D Cameron Findlay was the contact officer o...
17 comments:
Monday, October 29, 2012

My pick for CEO dead pool: Omar S Ishrak at Medtronic

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I got a lot of nominations for CEO dead-pool but very few with clearly enunciated reasons and the reasons are what is going to determine th...
17 comments:
Thursday, October 25, 2012

CEO dead pool

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There is an old-and-in-bad-taste game of celebrity dead-pool. The object is to pick famous people who will die in the next six months. Point...
56 comments:
Sunday, October 21, 2012

Hempton at the Smithfield Sunday Sessions

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Nick Hempton (my cousin), his eponymous band and Champian Fulton (my friend) are playing at the Smithfield Sunday Sessions - 8.30 pm on Su...
3 comments:
Tuesday, October 9, 2012

The Carlyle Group and the Sun Yee On Triad

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Yesterday's post did not get much traction because the punch line was at the end. So here is the short version. I asked this man ( D...
16 comments:
Monday, October 8, 2012

Carlyle's China problem: some questions for David Rubenstein

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I have spent considerable time pondering dumb deals done by Carlyle in China. Indeed I wrote a  post  that suggested that Carlyle's du...
12 comments:
Friday, October 5, 2012

Focus media bank loans

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Focus Media has accounts that suggest it is massively cash generative. According to their accounts they are sitting on over $500 million in ...
31 comments:
Tuesday, October 2, 2012

Witnessing an assault

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Not an investing post at all. Just using the power of a blog with a lot of readers to ensure something gets done and to make a record of wha...
27 comments:
Sunday, September 30, 2012

Canny Chinese Securities Firms

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The WantWant China Times just published a short article under the title  Canny securities firms shower fund companies with treats . What i...
17 comments:
Wednesday, September 26, 2012

Focus Media: what happened to the airports?

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The adverts on an LCD screen are worth more in a high-traffic location than a low traffic location. They are worth more when people are pred...
18 comments:
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