Bronte Capital
The sometimes eccentric views of John Hempton
Friday, December 14, 2012
Gretchen Tai: possibly the best fund manager you have never heard of
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Please note: much to my surprise these returns are entirely genuine. I was originally skeptical. I am now convinced. A little while ago ...
18 comments:
Monday, December 10, 2012
Trust me - I run a pyramid marketing scheme
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This is a straight tip. I am slow to it - but go read Roddy Boyd's piece at the Southern Investigative Reporting Foundation . It is two ...
16 comments:
Tuesday, December 4, 2012
Celebrating the impending birth of the future King or Queen of Australia
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Today I woke to the joyous news that the Duke and Duchess of Cambridge are expecting a baby . The offspring will (possibly depending on ge...
24 comments:
Saturday, November 24, 2012
Hewlett Packard versus Apple advertising budget
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People did not get my last post. This is more obvious. From the last HP form 10K : Advertising HP expenses advertising costs as in...
21 comments:
Friday, November 23, 2012
Coca Cola versus Hewlett Packard advertising
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In the latest Coca Cola 10K they declare advertising expense in millions of dollars as follows: 2009 $2,791 2010 $2,917 2011 $...
20 comments:
Wednesday, November 21, 2012
Hewlett Packard and Autonomy: notes from my Santangels presentation
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A few weeks ago I presented at the Santangels conference in New York . The conference was held under Chatham House rules . My topic: how t...
44 comments:
Monday, November 19, 2012
The Alan Jones Facebook experiment
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Alan Jones is a right-wing radio shock-jock in Australia - in the tradition of Rush Limbaugh or maybe even Howard Stern. He offends many p...
25 comments:
Sunday, November 18, 2012
Journos and short sellers getting it wrong
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The last post I suggested the Wall Street Journal may be being played by stock promoters (re Focus Media). I still think that. Many thoug...
10 comments:
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